Card Files and Emails

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hmtoggle_arrow1Cardfiles, invoices, statements and emails

 

hmtoggle_arrow1User cardfiles and auto send BCC

 

hmtoggle_arrow1Emails in the Comment grid

 

hmtoggle_arrow1Multiple emails open – switch windows

 

Info

Any emails that are in Edit mode must be closed before logging off Jim2. If not, a warning message will appear.

 

emailinedit

 

hmtoggle_arrow1Email contact export report

 

Further information

Email Overview

Before You begin

Email Security: Overview

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

Send and Receive Emails

SMS via Email