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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

 

Tip

Note: You can enlarged the text in the preview pane by pressing the Ctrl key and using the mouse wheel to scroll up. Reverse of this will reduce it.

 

Quality

Note: The security level for the preview pane defaults to 5.

 

The Preview pane icon in the bottom right of the Jim2 task bar will show/hide the preview pane, and the pane splitter panesplit to the left of the preview pane allows resizing the width of the pane.

 

toggle email preview

 

Footer icons

In this area, you can see who marked an email as Read:

 

Lastread

 

You can right click in the header area as shown below to bring up the following options:

 

resize tag boxes

 

Home icon

emailfootruleshome

 

Field

Explanation

Not linked to customer (Change)

If the customer cardfile isn't already showing (based on email rules), select Change and link to the correct cardfile (Assign Cardfile to Email). Within this screen, results can be further filtered as per below:

 

Assign to CF popup

 

assign CF filter

Email Sent By

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

Job#

Shows the job number the email is tagged to. If the Job# is not automatically tagged when the email is received (based on email rules), add a Job# at this stage by right clicking on the email and choosing Create Job.

Tag

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

 

At the bottom of this area, you can see who has marked an email as read/unread, and when.

 

Lastread

 

This will also appear at the bottom when an email is opened, and also on the Properties of the opened email.

 

lastread1

 

Object Tag Icon

emailfootrulesjob

 

Field

Explanation

Object Type

If not assigned, choose from the dropdown options.

 

assign email object

Object Ref#

This is the object reference number. If a cardfile has been assigned, the object number(s) for that customer will be in the dropdown options.

 

assign email to lead

 

Folder Tag icon

emailfootrulesretag

 

Select the folders to re-tag the email to.

 

Email Action icon

emailfootrulesrunning

 

Shows a list of Email Rules related to this email.

 

email actions2

 

Click Run Other to choose other actions.

 

run other

 

Summary icon

emailfootrulessummary

 

Displays a brief summary of the email content, which can be edited.

 

email summary1

 

CardFile \icon

emailfootrulescontact

 

Displays the cardfile related to this email. A contact can be assigned if no cardfile is found.

 

cf icon

 

Tip

At times the Show Remote Content button will appear 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, and will not automatically appear. Click Show Remote Content to see them.

 

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 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

Use Office 365 with Jim2 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

Find Missing Emails

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

Other Email Functions

Out of Office Message

Send and Receive Emails

SMS Via Email