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Jim2® Business Engine Help File

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


email preview pane


The Preview Pane icon in the bottom right of the Jim2 task bar allows you to show/hide the preview pane, and the pane splitter panesplit allows you to resize the preview pane.


toggle email preview


Footer Icons

Home Icon





Not linked to customer


If the customer card file isn't already showing, you can click Change and link to the correct card file (Assign Cardfile to Email). Within this screen, you can further filter results as per below:


Assign to CF popup


assign CF filter

Email Sent By

This displays the user's name/email address who sent the email.


Shows the job number the email is tagged to. If the Job# is not automatically tagged when the email is received, you can add a Job# at this stage by right clicking on the email and selecting Create Job.


Shows the email folder(s) this email is tagged to.


Object Tag Icon





Object Type

If not assigned, choose from the drop-down options.


assign email object

Object Ref#

This is the object reference number. If a card file has been assigned, you should see the object number(s) for that customer in the drop-down options.


assign email to lead


Folder Tag Icon



Here you can select the folders you wish to re-tag the email to.


Email Action Icon



Shows a list of Email Rules related to this email.


Summary Icon



Displays a brief summary of the email content, which you can edit.


CardFile Icon



Displays the card file related to this email. You can assign a contact if no card file is found.



At times you may see the Show Remote Content button within the header of the email in the preview pane.


show remote content


This means that there are images within the body of the email which are actually links to an external secure server.


Further information: