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Jim2® Business Engine Help File

email editor

 

The email editor (ie. New/Reply/Forward function) has many familiar functions when composing emails.

 

Function

Explanation

Attach from file

Choose an external file to attach to an email.

Select Document

Choose a document from within Jim2 and either email the document or a URL link to it.

Clipboard functions

Cut, copy, paste.

Basic Text functions

Standard text functions, as per most email editors.

Template

Load Template replaces the body of the email with a predefined template.

Insert Template inserts the template in the body, keeping whatever information is already there.

Format

Choose from HTML or Plain Text.

Preview/Print

Preview will display how the email will look.

Print will produce a hard copy.

Spelling

Check spelling.

Archive

Choose from:

 

archive choices

 

When opening received emails, most of the icons on the ribbon are self explanatory:

 

received email

 

The Properties tab provides the following tabs to assist in troubleshooting emails:

 

email properties1

 

Tab

Explanation

General

Basic properties of the email including subject, email id, message id, received date, error, etc.

 

Note: This is useful for establishing errors when sending, etc.

Outgoing Recipients

Lists email addresses and contacts from the To, CC, and BCC fields.

SMTP Headers

The email’s SMTP Headers.

Email Body – Raw

The raw text of the email including HTML, etc.

Email Body – Text

The decoded text of the email body. Useful for working out email rules, etc.

 

Further information

Email Overview

Before you begin

Email Security Overview

CardFiles and Emails

Email

Email Archiving

Email Editor Rules

Email Lists

Email Macros

Email Macros Syntax

Email Options

Email Preview Pane

Email Rules

Email Tags

Email Templates

Email Tokens

 

Set Up Email

How to add a Jes Instance

Email Options

Email Setup

Set up Incoming Emails

Set up Office 365 Email Accounts (Incoming)

Set up Office 365 Email Accounts (Outgoing)

Set up Gmail Accounts

Set up Pop3 Email Accounts

Set up Email Tag

Set up Email Folder

Set up Email Rule

Set up Email Security

Create an email list

Set up SMS via Email

Set up and Use Gmail in Jim2

 

 

How to

Attach Documents to Email

Bulk Email from a List

Compose and Send Emails

Create a Job, PO or Quote from Email

Create a Link Within an Email

Delete an Incorrect Email Address

Delete Multiple Emails

Diagnosing Incoming Email Issues

Diagnosing Outbound Email Issues

Edit Dictionary

Email from CardFile List

Email to Multiple Contacts

Failed Emails

Find Missing Emails

How Email 'From' Works

Link an Email to a Job, PO, Quote, etc.

Other Email Functions

Out of Office Message

Send and Receive Emails

SMS Via Email