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Jim2® Business Engine Help File

Email lists are just like any other list in Jim2, except that they must be based on an email folder. For example, the sales team can run a Sales email list (this is an email folder) which will show only emails related to them, saving time by not having to sort through other departments' emails.

 

Email lists need to be set up in Email Security first, to allow them to be viewed.

 

Folders need to be set up via Tools > Setups > Email > Folders first.

 

Email lists can be named, pinned and published just like all other lists in Jim2.

 

On the ribbon, go to Email > Create Email List.

 

create email list

 

Choose the folder name to create the list for from the dropdown.

 

create email list1

 

Tip

Some letters in the field names within the header are underlined, eg. Folder. Using Alt+ the underlined letter will jump to the field beside that heading.

 

This section explains the field headings in the email list header (after selecting the Advanced tab in the footer).

 

Field

Description

Folder

Select the folder to produce an email list, based on those already set up earlier.

Received >

Select the date after which the list is to be run. Alternatively, the calendar icon beside this field has a large number of options to choose from, ie. This Week, This Month, etc.

Card#

Select a single cardfile which will show only emails relating to that cardfile.

Status

Choices: None, Error, Attention or OK.

Received <

Select the date before the list is to be run, if not using the calendar icon beside Received >.

Read

Options here are All Read emails (ticked), All Unread Emails (unticked), All Emails (black square within the checkbox).

Batch

Ticked will show only batched emails, unticked will not show any, black square within the checkbox will show all emails including batched.

Sent From

Further define what to see in the list by entering information here, ie. Support will show only emails sent from Support.

Object Tag

Choose from a range of criteria here to narrow down what will appear in the list. Choices are:

 

email object tag

Subject

Enter information here which will only show emails with any of this wording in the subject line.

Sent To

Enter information here which will only show emails within the list that are sent to the wording entered here.

Group Tag

This relates to all the email group tags that have been created. Select another group to show emails tagged to that group.

Size >

Specify that the email is larger than a certain size.

Mb dropbox

Select Kb, Mb or Gb in relation to the Size > information above.

 

email list headers

 

Sorting, searching and grouping are available as per other lists in Jim2.

 

Info

Columns cannot be sorted if the list is either published or has any grouping selected as above.

 

Select the column header in the grid to group, then drag it to the Group By area to group.

 

drag email

 

Right click within the grid to add more columns via Grid Columns...

 

email grid columns

 

Search can also be performed by right clicking and selecting Show Find panel. The Find panel will appear in the header.

 

find in email

 

Unlike other email programs, email lists can display both incoming and outgoing emails within the email list, regardless of which email address the email was sent to or replied/forwarded from.

 

While not strictly necessary, email group tags can be used to determine which email appears in which email list. For example, all emails tagged with the Support email group will be displayed in the email lists of the Support email folder.

 

Other list criteria include date ranges, read/unread and email process status (error, attention, etc.).

 

email filter3

 

email attention

 

The yellow Attention icon means that there is some manual process to be performed on that particular email, ie. it requires linking to a cardfile, job, etc.

 

From an email list, certain operations (ie. read/unread, delete, move and re-tag) can be performed on multiple emails. Multiple emails can be selected in the normal Windows fashion, by using the shift or control keys simultaneously with the left mouse button.

 

If an email is tagged to a Jim2 object, ie. a job or quote, right click and view the related object directly from the email list.

 

Message preview

This image shows an email list as normally seen.

 

message non preview

 

This image shows that the message lines have been expanded to show more information when Message Preview is selected.

 

message preview

 

Right click options in the email list

Rc email list

 

Right Click Option

Function

View

View the highlighted email.

Reply

Reply to the highlighted email.

Reply All

Reply to all people in the original email

Forward

Forward the email to someone else.

Mark as Unread

Marks the email unread (shows in bold type).

Create

Creates a job, lead, purchase/expense order etc. and links to that object.

 

create from list

Delete

Deletes the email.

Archive

Perform the following archive tasks.

 

archive from email list

Retag

Allows re-tagging from one email folder to another.

Export Data

Exports data from the grid to a spreadsheet file.

Export Grid

Exports the grid to a spreadsheet exactly as is. This is particularly useful if the grid has more than one header row, as it will export all header rows.

Print

Print the list.

Print Preview

Preview the list to be printed.

Copy Cell

Copy the highlighted cell.

Copy Row

Copy the highlighted row.

Copy All

Copy all, which can then be pasted into a spreadsheet

Show Find panel

Show/hide the Find panel:

 

find box

 

When searching, Jim2 will find all related emails to a job first.

 

Tip

The Find panel will remain in a pinned list but will disappear from an unpinned list on log off.

Grid Columns...

Allows adding more columns. Also allows removal of columns. Select the column to add, then drag it to the position required in the columns within the grid. To remove, click and drag to the Grid Columns... window, or drag down away from the header area.

 

Info

The Nav Tree will show the number of unread emails in the email list.

 

navtree unread

 

Right click options in the Nav Tree

rc email navtree

 

After the top 3 (which are self explanatory), these options mirror what is on the ribbon in the Email tab, except for the last tab, which will reset all tabs to default.

 

Further information

Email Overview

Before you begin

Email Security Overview

CardFiles and Emails

Email

Email Archiving

Email Editor Functions

Email Editor Rules

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