Email Inbox

Email Inbox

From home page click on Email Inbox under links to go to your inbox.

If you haven’t setup your inbox yet check this link to setup your Inbox.

1. Click on Check Mail to check for new emails.

2. Users can mark an email by selecting an email and clicking on the option below.

3. Users can move an email from one folder to another by selecting an email and clicking on the options below

4.  Users can also Delete an email, mark it as Spam, Empty Trash and Empty Spam from the drop-down menu.

Easy Add to Contact

User can add a contact by just clicking on icon on inbox page shown below.

• The new contact window opens as shown below.

• Fill out all fields and click on Save to save contact or X to exit new contact page without saving any changes.

Quick Reply

Quick reply allows user to reply to an email easier and faster

• Click on the Quick reply textbox and type in the message.

• Click on Send to send the email.

Click on Open Full reply form to open the message in Compose email format.

Compose Email

Click on New Message to compose an email.

• Back to List:  Click on back to list to go back to email list page.

• Send: Fill out all credentials then click on Send to send the email.
  

• Importance: Users can mark the importance of the email from the dropdown menu shown below. By default all emails are marked as Normal Importance.

• Sensitivity: Users can mark the sensitivity of an email from the dropdown list shown below. By default all emails are marked as Nothing.

• Cancel:  Click on Cancel to exit compos email.

1. From: Select the account you want to send the email from, from the dropdown list.

2. To:  Type in an email address(es) you want to send the email to.

3. CC: Type in the address you want to CC the email to ( Optional)

4. Attachment:  Click on “Click to attach a file” to attach Files and documents to the email.

• The attachment window opens up.

• Select the folders or documents you want to attach and click on Open.

1. Insert Link : User can insert links to the email by clicking on the icon

• Select the type of link you want to add such as http, ftp,https etc

• Type in the URL

• Click on Ok to add the link or Cancel to exit links

1. Remove Link:  Select an added link then click on icon to remove the link.

Insert Image: Click on icon to insert an image to the email.

• Click on choose path to open the Image window.

• Select the images and click on Insert to Insert images or click on Cancel to exit without any changes.

1. Reading Conformation: Check the Reading Conformation checkbox. If you want to receive any reading conformation.

2. Click on send to send the email.

Link Email

1. Once the user has clicked on sent email, email link window opens.

• When sending email to new account the following window opens.

• Click on Ok to add the email address to contact.

2. The email Link window opens

• Check the  Save in note check-box if you want the save the email as a note

• Check the Read Count Check-box if you want to add it as an email read count.

• Check the Apply Link Rules check-box if you want to apply it as a rule.

Find Contact

1. Click on find to open the contact link page.

• Click on search to display all contact lists.

• Check the check-box to select all contacts

Or select a contact from the list and click on to link the contact to the email.

1. All the records linked to the particular contact are displayed in the list shown below.

• Select a contact then click on Ok to link the contact to the email or click on Cancel to exit window without making any changes.

• to link list.

Switch Email profile

Users can switch email profile by clicking on the dropdown list shown in the picture below.

Multiple Email profile

Multiple Email profile can be tied up to one account.

• Select an account and open the account detail view page.

• Click on edit and an email profile

• Click Save to save changes.

• It will take the selected profile by default.

Batch Mail

• Open all contacts.

• Select two or more contacts from the contact list.

• Click on the send email icon or Select Email To from the More dropdown list.

• Click on Go to open new email compose page.

• All the selected contacts are displayed in the To field.

• Click on to Send and save the email.

• The record link page opens.

• Select the records you want to link and click on Ok to link the records to the email.

Email Options

User can see all the email accounts by clicking on Email options under My Setup.

• Edit: Users can edit Name ,Email address and Password then click on Save to save changes.

• Delete:  Users can delete an account by clicking on delete.

1. The message box shows up.

2. Click on Ok to delete the account or Cancel to exit window without any changes.

Deleting all accounts from the email options will add New tab to Email Options.

• New: Click on new to create a new account.

1. Clicking on new opens the login information page.

2. Fill in Name, a valid email address and password to login and add an account.

3. Click on Login to login to the inbox.