Email Overview

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Jim2 Email is very process oriented, and knows about things such as cardfiles, jobs, purchases, etc. which extends its CRM functionality.

 

Jim2 email is not only focused around who sent/received an email and its status (sent, deleted, etc.), but what area of the business that email is related to (sales, service, etc.) and also what objects it is related to (job, quote, purchase, cardfile, etc.).

 

hmtoggle_arrow1Email queues, ticketing and help desk

 

hmtoggle_arrow1Email groups and tags

 

hmtoggle_arrow1Email folders

 

hmtoggle_arrow1Email lists

 

hmtoggle_arrow1Emails within lists in Jim2

 

hmtoggle_arrow1How do emails become related?

 

hmtoggle_arrow1How are emails tagged?

 

hmtoggle_arrow1Email Templates and Macros

 

You can also drag attachments within emails directly from the preview pane onto a Jim2 object, ie. job, quote, etc. in the navtree.

 

dragemail

 

dragemail1

 

Tip

To open a hyperlink from within an email in Jim2, press and hold the Ctrl key, then select the hyperlink.

 

Further information

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

Send and Receive Emails

SMS via Email