The email preview pane sits to the right of the email list in Jim2.
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Note: You can enlarge the text in the preview pane by pressing the Ctrl key and using the mouse wheel to scroll up. Reverse of this will reduce it. |
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Note: The security level for the preview pane defaults to 5. |
The Preview pane icon in the bottom right of the Jim2 task bar will show/hide the preview pane, and the pane splitter 
to the left of the preview pane allows resizing the width of the pane.
If the Preview Pane does not appear, click on the 3 vertical dots at far right and drag to the left, or double click for it to appear:
Footer icons
In this area, you can see who marked an email as Read:
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Note: This will show who the logged user was that marked the email as read/unread. This may not be the actual person if someone has logged on using another user's credentials. |
You can right click in the header area as shown below to bring up the following options:
Home icon
Field |
Explanation |
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Not linked to customer (Change) |
If the customer cardfile isn't already showing (based on email rules), select Change and link to the correct cardfile (Assign Cardfile to Email). Within this screen, results can be further filtered as per below:
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Email Sent By |
This displays the user's name/email address that sent the email. |
Job# |
Shows the job number the email is tagged to. If the Job# is not automatically tagged when the email is received (based on email rules), add a Job# at this stage by right clicking on the email and choosing Create Job. |
Tag |
Shows the email folder(s) this email is tagged to. |
At the bottom of this area, you can see who has marked an email as read/unread, and when.
This will also appear at the bottom when an email is opened, and also on the Properties of the opened email.
Object Tag Icon
Field |
Explanation |
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Object Type |
If not assigned, choose from the drop down options.
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Object Ref# |
This is the object reference number. If a cardfile has been assigned, the object number(s) for that customer will be in the drop down options.
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Folder Tag icon
Select the folders to re-tag the email to.
Email Action icon
Shows a list of Email Rules related to this email.
Click Run Other to choose other actions.
Summary icon
Displays a brief summary of the email content, which can be edited.
CardFile \icon
Displays the cardfile related to this email. A contact can be assigned if no cardfile is found.
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At times the Show Remote Content button will appear within the header of the email in the preview pane.
This means that there are images within the body of the email which are actually links to an external secure server, and will not automatically appear. Click Show Remote Content to see them. |