Show/Hide Toolbars

Jim2® Business Engine Help File

The email preview pane sits to the right of the email list in Jim2.

 

email preview pane

 

The Preview Pane icon in the bottom right of the Jim2 task bar allows you to show/hide the preview pane.

 

toggle email preview

 

Footer Icons

Home Icon

emailfootruleshome

 

Field

Explanation

Not linked to customer (Change)

If the customer card file isn't already showing, you can click Change and link to the correct card file (Assign Cardfile to Email). Within this screen, you can further filter results as per below:

 

Assign to CF popup

 

assign CF filter

Email Sent By

This displays system user's name/email address that sent the email.

Job#

Shows the job number the email is tagged to. If the Job# is not automatically tagged when the email is received, you can add a Job# at this stage by right clicking on the email and selecting Create Job.

Tag

Shows the email folder(s) this email is tagged to.

 

Object Tag Icon

emailfootrulesjob

 

Field

Explanation

Object Type

If not assigned, choose from the drop-down list.

 

assign email object

Object Ref#

This is the object reference number. If a card file has been assigned, you should see the object number(s) for that customer in the drop-down window.

 

assign email to lead

 

Folder Tag Icon

emailfootrulesretag

 

Here you can select the folders you wish to re-tag the email to.

 

Email Action Icon

emailfootrulesrunning

 

Shows a list of Email Rules related to this email.

 

Summary Icon

emailfootrulessummary

 

Displays a brief summary of the email content, which you can edit.

 

CardFile Icon

emailfootrulescontact

 

Displays the card file related to this email. You can assign a contact if no card file is found.

 

Tip

At times you may see the Show Remote Content button within the header of the email in the preview pane.

 

show remote content

 

This means that there are images within the body of the email which are actually links to an external secure server.

 

See also: