Show/Hide Toolbars

Jim2® Business Engine Help File

new email

 

Composing and sending an email in Jim2 will be a familiar experience for anyone who has written an email before.

 

The following keyboard shortcuts are available:

 

Shortcut

Description

Ctrl + Enter

Send Email.

Ctrl + Delete

or

delete email address

Delete memorised email address when in the To: field,

or

Highlight the incorrect email address in the To: dropdown list and select the x to remove it.

Ctrl+Alt+ Mouse Scroll Wheel

Change the size of the view in the body.

 

When entering an email address in the To:, CC:, or BCC:, fields, Jim2 will suggest email addresses to use. These dropdowns will show email addresses related to the job first, including Customer, Account Manager, From and Ship.

 

Info

Note: If you start typing in these fields, Jim2 will show those email addresses, however, you will also see other email addresses that you have recently used. To show only addresses for that customer, etc. use the dropdown arrow at the end of each field to bring up the email addresses.

 

to in email

 

The dropdown options in From: will show what email accounts this email can be sent from. By default, the Jim2 user's email address will be selected (as set up on the user cardfile), unless there is an Email Editor Rule in place. Addresses can also be chosen as set up in Tools > Setups > Email Accounts. The address used in the From: signals to Jes how to send the email: via the SMTP server as defined in setups, or it will fall back to the defaults in Email Options

 

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

Set up and Use Gmail in Jim2

 

 

How to

Attach Documents to Email

Bulk Email from a List

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

Find Missing 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