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Jim2® Business Engine Help File

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Email [including Archiving]

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Jim2 fully supports the sending and receiving of emails from within the system itself, removing the need for an external email program.


The idea behind Jim2 email is to provide helpdesk/ticketing-style functionality, and also to extend email functionality to all areas of Jim2, including service, sales, support, purchasing and accounts. Jim2 email also enhances CRM functionality.


Features include:

Incoming and outgoing email.

HTML email editor with spell checker.

Supports attachments and the ability to save them.

Incoming email rule processing based on conditions and actions.

Create purchase/expense orders, jobs, and more from incoming email.

Ability to automatically tag emails, assign card files and create jobs based on rules.

Automatic linking of emails to Jim2 objects (jobs, quotes, etc.).

Email templates for outgoing emails based on type of email being sent, ie. reports, support emails, etc.).

Email template macros, for example, Job.CustomerName.

Email lists and folders (support, sales, etc.).

Email security at user and/or security group level.

Integration with Jim2 objects: emails appear as comments.

Related emails.

Email preview pane, similar to proprietary email programs

Read/unread in both email folders and normal lists (unread emails related to jobs, etc.).

Moving of emails (eg. from sales to support).

Re-tagging of emails (bulk add or remove email tags).

Create random signature templates.

Create purchase/expense order from email.

View properties of an email.

Create a copy of a template.



Jim2 does not have the functionality to send read receipts.


Further information: