Compose and Send Emails

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newemail

 

Composing and sending an email in Jim2 will be a familiar experience for anyone who has written an email before.

 

The following keyboard shortcuts are available:

 

Shortcut

Description

Ctrl + Enter

Send Email.

Ctrl + Delete

or

deleteaddress

Delete memorised email address when in the To: field,

or

Highlight the incorrect email address in the To: drop down list and select the x to remove it.

Ctrl+Alt+ Mouse Scroll Wheel

Change the size of the view in the body.

 

When entering an email address in the To:, CC:, or BCC:, fields, Jim2 will suggest email addresses to use. These drop downs will show email addresses related to the job first, including Customer, Account Manager, From and Ship.

 

Info

Note: If you start typing in these fields, Jim2 will show those email addresses, however, you will also see other email addresses that you have recently used. To show only addresses for that customer, etc. use the drop down arrow at the end of each field to bring up the email addresses.

 

emailto

 

The drop down options in From: will show what email accounts this email can be sent from. By default, the Jim2 user's email address will be selected (as set up on the user cardfile), unless there is an Email Editor Rule in place. Addresses can also be chosen as set up in Tools > Setups > Email Accounts. The address used in the From: signals to Jes how to send the email: via the SMTP server as defined in setups, or it will fall back to the defaults in Email Options

 

Further information

Email Overview

Before You begin

Email Security: Overview

CardFiles and Emails

Email Archiving

Email Editor Functions

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

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