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Jim2® Business Engine Help File

Navigation: Jim2 Functions

Email (including Archiving)

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Email header

 

Jim2 fully supports sending and receiving emails within the system itself, removing the need for an external email program. The idea behind Jim2 email is to provide helpdesk/ticketing style functionality, and also to extend email functionality to all areas of Jim2, including service, sales, support, purchasing and accounts. Jim2 email also enhances CRM functionality.

 

Info

Whilst there is no size limit for sending/receiving emails from Jim2, this is governed by the company's service provider. Some may set a limit of 10Mb maximum size.

 

Features include:

Incoming and outgoing email.

HTML email editor with spell checker.

Supports attachments and the ability to save them.

Incoming email rule processing based on conditions and actions.

Create purchase/expense orders, jobs, etc. from incoming email.

Ability to automatically tag emails, assign cardfiles and create jobs based on rules.

Automatic linking of emails to Jim2 objects.

Email templates for outgoing emails based on type of email being sent, ie. reports, support emails, etc.

Email template macros.

Email lists and folders.

Email security at user and/or security group level.

Integration with Jim2 objects: emails appear as comments, and can be previewed within the object.

Related emails.

Email preview pane, similar to proprietary email programs

Read/unread in both email folders and normal lists (unread emails related to jobs, etc.).

Moving of emails (eg. from sales to support).

Re-tagging of emails (bulk add or remove email tags).

See who last read an email, and when.

Creating random signature templates.

Viewing properties of an email.

Create a copy of a template.

 

Info

Jim2 does not have the functionality to send read receipts, or out of office emails.

 

Further information

Email Overview

Before you begin

Email Security Overview

CardFiles and Emails

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

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

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