Email Lists

Email lists are just like any other list in Jim2, except that they must be based on an email folder. For example, the sales team can run a Sales email list (this is an email folder) which will show only emails related to them, saving time by not having to sort through other departments' emails.

Email lists need to be set up in Email Security first, to allow them to be viewed.

Email lists can be named, pinned and published just like all other lists in Jim2.

This section explains the field headings in the email list header (after selecting the Advanced tab in the footer).

Field	Description
Folder	Select the folder to produce an email list, based on those already set up earlier.
Received >	Select the date after which the list is to be run. Alternatively, the calendar icon beside this field has a large number of options to choose from, ie. This Week, This Month, etc.
Card#	Select a single cardfile which will show only emails relating to that cardfile.
Status	Choices: None, Error, Attention or OK.
Received <	Select the date before the list is to be run, if not using the calendar icon beside Received >.
Read	Options here are All Read emails (ticked), All Unread Emails (unticked), All Emails (black square within the checkbox).
Batch	Ticked will show only batched emails, unticked will not show any, black square within the checkbox will show all emails including batched.
Sent From	Further define what to see in the list by entering information here, ie. Support will show only emails sent from Support.
Object Tag	Choose from a range of criteria here to narrow down what will appear in the list. Choices are:
Subject	Enter information here which will only show emails with any of this wording in the subject line.
Sent To	Enter information here which will only show emails within the list that are sent to the wording entered here.
Group Tag	This relates to all the email group tags that have been created. Select another group to show emails tagged to that group.
Size >	Specify that the email is larger than a certain size.
Mb dropbox	Select Kb, Mb or Gb in relation to the Size > information above.
Email Id	You can filter the list by the Email Id, as found here:
Unread by	You can filter the list by who marked an email as unread here.

Select the column header in the grid to group, then drag it to the Group By area to group.

Search can also be performed by right clicking and selecting Show Find panel. The Find panel will appear in the header.

Unlike other email programs, email lists can display both incoming and outgoing emails within the email list, regardless of which email address the email was sent to or replied/forwarded from.

While not strictly necessary, email group tags can be used to determine which email appears in which email list. For example, all emails tagged with the Support email group will be displayed in the email lists of the Support email folder.

Other list criteria include date ranges, read/unread and email process status (error, attention, etc.).

The yellow Attention icon means that there is some manual process to be performed on that particular email, ie. it requires linking to a cardfile, job, etc.

From an email list, certain operations (ie. read/unread, delete, move and re-tag) can be performed on multiple emails. Multiple emails can be selected in the normal Windows fashion, by using the shift or control keys simultaneously with the left mouse button.

If an email is tagged to a Jim2 object, ie. a job or quote, right click and view the related object directly from the email list.

Right Click Option

Function

View

View the highlighted email.

Reply to the highlighted email.

Reply All

Reply to all people in the original email

Forward

Forward the email to someone else.

Mark as Unread

Marks the email unread (shows in bold type).

Create

Creates a job, lead, purchase/expense order etc. and links to that object.

Delete

Deletes the email.

Archive

Perform the following archive tasks.

Retag

Allows re-tagging from one email folder to another.

Export Data

Exports data from the grid to a spreadsheet file.

Export Grid

Exports the grid to a spreadsheet exactly as is. This is particularly useful if the grid has more than one header row, as it will export all header rows.

Print the list.

Print Preview

Preview the list to be printed.

Copy Cell

Copy the highlighted cell.

Copy Row

Copy the highlighted row.

Copy All

Copy all, which can then be pasted into a spreadsheet

Show Find panel

Show/hide the Find panel:

When searching, Jim2 will find all related emails to a job first.

The Find panel will remain in a pinned list but will disappear from an unpinned list on log off.

Grid Columns...

Allows adding more columns. Also allows removal of columns. Select the column to add, then drag it to the position required in the columns within the grid. To remove, click and drag to the Grid Columns... window, or drag down away from the header area.

After the top 3 (which are self explanatory), these options mirror what is on the ribbon in the Email tab, except for the last tab, which will reset all tabs to default.