Difference between revisions of "Pending Emails Screen"
(New page: This screen displays a list of inbound and outbound emails which are currently pending. ===Pending Inbound Emails=== The "Pending Inbound Emails" section displays the following fields ...) |
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This screen displays a list of inbound and outbound emails which are currently pending. | This screen displays a list of inbound and outbound emails which are currently pending. | ||
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The "Pending Inbound Emails" section displays the following fields for inbound emails: | The "Pending Inbound Emails" section displays the following fields for inbound emails: | ||
* '''Date''' - Date and time when the email was received | * '''Date''' - Date and time when the email was received | ||
| − | * '''From''' - The account/contact/lead from whom the email was sent, or | + | * '''From''' - The account/contact/lead from whom the email was sent, or the e-mail address if there is none. |
* '''Subject''' - Subject of the email | * '''Subject''' - Subject of the email | ||
* '''Associations''' - Order and Case the email is associated with. | * '''Associations''' - Order and Case the email is associated with. | ||
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* '''Owner''' - Owner of the email, ie who it has been assigned to. | * '''Owner''' - Owner of the email, ie who it has been assigned to. | ||
| − | If you have the authority to change the owner of the activities, there will be a checkbox next to the owner, and you can change the owner and click on [Reassign] at the bottom to reassign the emails. | + | If the from e-mail address does not correspond to any account, contact, lead in the system, then the e-mail will be displayed in the From column. There should be a button [Add] next the e-mail address which you can then use to create a new lead or contact from this e-mail address. Alternatively, if the e-mail is from an existing account, contact, or lead in the system, but the e-mail address has not been entered into the system, then go to the page for that account, contact, or lead, and create a new e-mail address for him or her. Then the system will automatically associate all outstanding e-mails with this account, contact, or lead. |
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| + | If you have the authority to change the owner of the activities, there will be a checkbox next to the owner, and you can change the owner and click on [Reassign] at the bottom to reassign the emails. You can also use the [Delete] button at the bottom to delete all the selected e-mails. | ||
There is a toggle button for [All Assigned to Me] and [Owned by Me Only] which allows you to switch the list between any email activity where you are a participant ("All Assigned to Me") and where you are the assignee/owner only (Owned by Me Only.) | There is a toggle button for [All Assigned to Me] and [Owned by Me Only] which allows you to switch the list between any email activity where you are a participant ("All Assigned to Me") and where you are the assignee/owner only (Owned by Me Only.) | ||
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* '''Associations''' - Order and Case the email is associated with. | * '''Associations''' - Order and Case the email is associated with. | ||
* Buttons to reply to the email, forward the email, or delete the email. | * Buttons to reply to the email, forward the email, or delete the email. | ||
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| + | Please see [[Managing Emails]] on how to configure your system for inbound and outbound emails. | ||
Latest revision as of 16:00, 14 August 2008
This screen displays a list of inbound and outbound emails which are currently pending.
Pending Inbound Emails
The "Pending Inbound Emails" section displays the following fields for inbound emails:
- Date - Date and time when the email was received
- From - The account/contact/lead from whom the email was sent, or the e-mail address if there is none.
- Subject - Subject of the email
- Associations - Order and Case the email is associated with.
- Buttons to reply to the email, forward the email, or delete the email.
- Owner - Owner of the email, ie who it has been assigned to.
If the from e-mail address does not correspond to any account, contact, lead in the system, then the e-mail will be displayed in the From column. There should be a button [Add] next the e-mail address which you can then use to create a new lead or contact from this e-mail address. Alternatively, if the e-mail is from an existing account, contact, or lead in the system, but the e-mail address has not been entered into the system, then go to the page for that account, contact, or lead, and create a new e-mail address for him or her. Then the system will automatically associate all outstanding e-mails with this account, contact, or lead.
If you have the authority to change the owner of the activities, there will be a checkbox next to the owner, and you can change the owner and click on [Reassign] at the bottom to reassign the emails. You can also use the [Delete] button at the bottom to delete all the selected e-mails.
There is a toggle button for [All Assigned to Me] and [Owned by Me Only] which allows you to switch the list between any email activity where you are a participant ("All Assigned to Me") and where you are the assignee/owner only (Owned by Me Only.)
Pending Outbound Emails
The "Pending Outbound Emails" section displays the following fields for outbound emails:
- Date - Date and time when the email was started
- To - The account/contact/lead to whom the email is written.
- Subject - Subject of the email
- Associations - Order and Case the email is associated with.
- Buttons to reply to the email, forward the email, or delete the email.
Please see Managing Emails on how to configure your system for inbound and outbound emails.
