Quickly send mails that are then attached to the object they are sent from
Let's take a look at how the email tab functions and how it is used.
The first step is to make sure that the system is configured to import mails. This function works by integration to your users mail accounts. How to setup this function is explained in mail importsection.
The email tab
The tab works by showing a list of email divided by months and filters if needed.
The columns of the mails can be adjusted through the pencil menu.
To read en existing mail, simply press on the subject.
The mail will open and can therefore be read.
From here it's also possible to reply.
By pressing the button it will open your standard mail program and from there a reply can be sent.
Sending a new mail
Some modules include aNew mailbutton, which opens your standard mail program, and adds the subject for you.
This is composed by:
<Name of the object + [module#13298]>
In this above case, an example could be:
Cleaning of apartment [Task#13298]
You can change the subject but do not remove the content of the brackets as it's used by the integration to pair the mail with the object
After the mail is sent, a copy of it will be visible in the mail list.
Sending mail function can be performed without the mail integration, but for the mail to be added to the list, the integration is needed.
As shown in the picture below, the pencil menu can be used for different actions on a mail:
Delete mail: Deletes the mail
Send to files: If there are attachments to the mail, they can be added to the files folder for this specific object
Assign to task: This let's you attach the mail to a specific task (if the brackets haven't been used)
Assign to unit: This let's you attach the mail to a specific unit (if the brackets haven't been used)
Reply to mail:Let's you reply the mail
Forward mail: Let's you forward the mail
Create task: Let's you create a task with the description from the mail body
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