Multi-Company Email

Set up email via these links: Email Options and Email Setup. You will need to set up incoming and outgoing emails for each company.

Email rules, accounts, tags and templates are shared across all companies. Email editor rules are based on individual companies as per below.

Email Editor Rules define a number of defaults to use based on the type of email, ie. emailing debtors statements. These rules work for all users of Jim2. There are no specific rules for specific users.

A great example of when to use an email editor rule is when emailing the debtors statement report. The requirement in this case is: when emailing the statement report, use the Statement email template, tag the email as Accounts, and send using the accounts@ email address. This can easily be accomplished using the Template by Report email editor rule type after selecting the appropriate company in the header.

Editor Rule Type	Description of when to use
Default Templates	Default templates for all emails.
Templates by Source	Replying from a service job, sales job, quote, etc.
Template by Report	Sending a specific report via email, eg. a statement or invoice.

Editor Rule Type	Option	Examples
Default Templates	Template	Company default
Templates By Source	Source	Email New Email Reply Email Forward Email Password Email Page Count Sales Job Service Job Manufacturing Job Purchase Return From Customer Return to Vendor CardFile Contract
	Template	Service Response
	Reply Email	support@
	Email Tags	Service
Template By Report	Report	Debtors\debtor list\Statement
	Template	Statements
	Reply Email	accounts@
	Email Tags	Accounts, Statement

Template, email address and tags are not required on every source and report. For example, the default email address might be for every time a sales job is responded to. In that case, select source Sales Job and reply email sales@. When specifying a reply email address to use, there is no restriction as to what this email address can be.

Company level editor rules

Email Editor Rules support the different companies allowing for different templates, tags, reply email and archive rules to be set at a company level. The rules also support branches. The Branch column will only be available for selection if Branches is enabled via Options. Branch can be left empty if branch selection is not required.

Email subject tokens

Jim2 uses email tokens in an email's subject to allow automatic identification of incoming email responses for associating emails with a Jim2 object, ie. job, quote, etc.

Tokens can be disabled via Email Editor Rules for outgoing emails where a token is not required, for instance, when a reply is not expected.

Email Rules can be deleted by clicking within the field, then right click and select Delete Rule.