Email Editor Functions

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emaileditor

 

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:

 

rcarchive

 

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

 

receivedemail

 

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

 

emailproperties1

 

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 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