Email Preview Pane

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The email preview pane sits to the right of the email list in Jim2.

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.

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 panesplit 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:

At times the preview pane might fail to generate due to delay if resources are in use elsewhere. This can usually be resolved by closing/reopening the preview pane.

You can right click in the header area as shown below to bring up the following options:

Field	Explanation
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:
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.

Field

Explanation

Object Type

If not assigned, choose from the drop down options.

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.

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.

Further information

Email Security: Overview

Email Tags

CardFiles and Emails

Email Editor Functions