Send and Receive Emails

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The following information is to assist with the setups and procedures to send and receive emails from Jim2. The concepts are:

Send a normal non-templated email from Jim2.

Search for email contacts.

Create related emails.

Email comments.

Create a template for emails from Jim2.

Create Email Lists.

Add tags and folders to filter emails in lists.

 

hmtoggle_arrow1Setup

 

hmtoggle_arrow1Create a new email

 

hmtoggle_arrow1Create a related email

 

hmtoggle_arrow1Email comments from objects

 

hmtoggle_arrow1Email reports

 

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

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

SMS via Email