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Navigation: Jim2 Functions > Email (inc. Archiving)

Find Missing Emails in Jim2

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Jim2 will only store one copy of an email. If, for example, the email is sent to sales@ and CC’d to service@ (both managed by Jim2), while two physical emails will arrive in Jim2, only the first of them will be processed. The second will be ignored completely as it is seen as a duplicate (based on the underlying message ID on the email).

 

It is then up to the Email Rules as to whether the email will show in both the Sales and Service virtual folders. There will only be one actual copy which would always show in the System Inbox.

 

If they are being tagged correctly to both folders, it’s important to remember that it is only one email. If a user deletes or marks the email Read in the Sales folder, it would also be deleted or marked as Read in the Service folder.

 

The first step is to review the email tagging rules and folder settings and adjust them as appropriate to ensure (in the case of multiple recipients inbound) they are tagged to show in both folders, and that the folders are configured appropriately.

 

When looking for a missing email, it is important to always check the Jim2 System Inbox, rather than the other folders, as the email will always show in the System Inbox.

 

The above assumes that only Jim2 has access to the actual email account, and there are no other users accessing it outside of Jim2 who could potentially mark the emails as read, or delete them prior to them being checked by Jim2.

 

As an example, the email folder will show any email that has been tagged to Support, regardless of whether it was sent to Sales, Accounts or otherwise.

 

If an email was sent to support@ but was deemed to actually be more appropriate for sales@, remove the Support tag and add the Sales tag.

 

retag1

 

The email would then show in the Sales folder.

 

It is then important to ensure the email rules are set up to match the above, and also to handle the situation outlined where there are multiple recipients.

 

The rules to add the tags are not locked down by the email account (via specified account) they were sent to. Instead, they can be added based on the names in the To & CC fields as per below

 

Missing Emails1

 

Further information

Email Overview

Before you begin

Email Security Overview

CardFiles and Emails

Email

Email Archiving

Email Editor Functions

Email Editor Rules

Email Lists

Email Macros

Email Macros Syntax

Email Options

Email Preview Pane

Email Rules

Email Tags

Email Templates

Email Tokens

 

Set Up Email

How to add a Jes Instance

Email Options

Email Setup

Set up Incoming Emails

Set up Office 365 Email Accounts (Incoming)

Set up Office 365 Email Accounts (Outgoing)

Set up Gmail Accounts

Set up Pop3 Email Accounts

Set up Email Tag

Set up Email Folder

Set up Email Rule

Set up Email Security

Create an email list

Set up SMS via Email

 

 

How to

Attach Documents to Email

Bulk Email from a List

Compose and Send Emails

Create a Job, PO or Quote from Email

Create a Link Within an Email

Delete an Incorrect Email Address

Delete Multiple Emails

Diagnosing Incoming Email Issues

Diagnosing Outbound Email Issues

Edit Dictionary

Email from CardFile List

Email to Multiple Contacts

Failed Emails

How Email 'From' Works

Link an Email to a Job, PO, Quote, etc.

Other Email Functions

Out of Office Message

Send and Receive Emails

SMS Via Email