The email editor (ie. New/Reply/Forward function) has many familiar functions when composing emails.
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Attach from file
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Choose an external file to attach to an email.
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Select Document
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Choose a document from within Jim2 and either email the document or a URL link to it.
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Clipboard functions
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Cut, copy, paste.
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Basic Text functions
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Standard text functions, as per most email editors.
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Template
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▪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
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Choose from HTML or Plain Text.
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Preview/Print
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▪Preview will display how the email will look.
▪Print will produce a hard copy. |
Spelling
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Check spelling.
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Archive
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Choose from:
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When opening received emails, most of the icons on the ribbon are self explanatory:
The Properties tab provides the following tabs to assist in troubleshooting emails:
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General
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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.
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Outgoing Recipients
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Lists email addresses and contacts from the To, CC, and BCC fields.
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SMTP Headers
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The email’s SMTP Headers.
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Email Body – Raw
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The raw text of the email including HTML, etc.
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Email Body – Text
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The decoded text of the email body. Useful for working out email rules, etc.
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Further information
Email Overview
Before You begin
Email Security: Overview
CardFiles and Emails
Email Archiving
Email Editor Rules
Email Lists
Email Macros
Email Macros Syntax
Email Preview Pane
Email Rules: Introduction
Email Tags
Add Email Folders and Tags
Email Templates
Email Tokens
Attach Documents to Email
Compose and Send Emails
Create a Job, PO or Quote from Email
Create a Link Within an Email
Drag and Drop Email to Job
Delete an Incorrect Email Address
Delete Multiple Emails
Diagnosing Incoming Email Issues
Diagnosing Outbound Email Issues
Edit Dictionary
Email in Bulk from a List
Email to Multiple Contacts
Failed Emails
Find Missing Emails in Jim2
How Email 'From' Works
Link an Email to Job, PO, Quote, etc.
Other Email Functions
Out of Office Message
Send and Receive Emails
SMS via Email
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