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4_inbox_and_contact [2013/03/18 13:15] – barbara | 4_inbox_and_contact [2022/12/12 13:05] (current) – Shelley Hunter | ||
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====== Inbox and Contact Events ====== | ====== Inbox and Contact Events ====== | ||
- | **Inbox Settings**\\ | + | ==== Inbox Settings |
- | From the Desk Top the most recent emails of the computer' | + | |
+ | From the Desk Top the most recent emails of the computer' | ||
In the User form, scroll down in the top right settings to see the Inbox settings. | In the User form, scroll down in the top right settings to see the Inbox settings. | ||
- | {{: | + | {{: |
- | The Inbox refresh rate will auto update the Desk Top if this is set, so it does not have to be done manually. | + | The Inbox refresh rate will auto update the Desk Top if this is set, so it does not have to be done manually. |
- | **Linking incoming | + | To aide with quickly finding the relevant email you are looking for from version 2.21.08 onwards there is a filter on the inbox. |
- | If an email address is matched in IQX then the email can be saved directly to the main record.\\ | + | |
+ | from 2.22.9+ the name of the email provider is displayed in the Inbox. \\ \\ | ||
+ | {{: | ||
+ | 2.22.02+ brought some new features to the inbox:\\ | ||
+ | **Change Folder** - When accessing the Inbox via the Desk Top there is a new button ‘Change Folder’. | ||
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+ | {{:: | ||
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+ | {{:: | ||
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+ | **Note**: This is NOT available for Users set up for new Exchange Web Services. \\ \\ | ||
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+ | **Search** - When accessing the Inbox via the Desk Top there is a new button ‘Search’. Users can type into the box and then hit the search button to return | ||
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+ | {{:: | ||
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+ | **Fetch Limit & Fetched** - Fetch Limit and Fetched have been added to the Inbox. This allows users to vary the number of emails that will be ‘fetched’ | ||
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+ | Please note that the maximum you can set the fetch limit to is 200 and it is worth noting that the higher this number is the more time it will take for the emails to load as each one is checked to match IQX records. | ||
+ | {{:: | ||
+ | |||
+ | ==== Linking incoming emails to IQX records ==== | ||
+ | If an email address is matched in IQX then the email can be saved directly to the main record | ||
+ | |||
+ | <color red>From version 2.2.10.5</ | ||
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+ | {{: | ||
To attach an email as a Contact Event to a Vacancy: | To attach an email as a Contact Event to a Vacancy: | ||
If the Vacancy will be found in Current Vacancies then go there, Expand, move the Desk top to the right and drag from Inbox onto the Vacancy Position. The cursor will show as an arrow with a box. Drop and a contact event will be created. | If the Vacancy will be found in Current Vacancies then go there, Expand, move the Desk top to the right and drag from Inbox onto the Vacancy Position. The cursor will show as an arrow with a box. Drop and a contact event will be created. | ||
- | {{: | + | {{: |
- | **To attach | + | ==== Attaching |
- | Expand the record, move the Desk top to the righ and drag from the inbox onto the record. For Person and Contact records you will be asked if you want to add the email address to the record. | + | Expand the record, move the Desk top to the right and drag from the inbox onto the record. For Person and Contact records you will be asked if you want to add the email address to the record. |
{{: | {{: | ||
- | {{ : | + | {{: |
- | \\ \\ \\ \\ | + | |
- | **To save an attachment from an email in the inbox to the Documents view of a record.**\\ If an email has attachments they do NOT get saved with the contact event, but they CAN be saved in a Document view – such as Vacancy Documents, Client Documents – providing that Document TYPES have been set up. | + | |
- | The inbox shows how many attachments there are to an email - but the count does include images | + | A contact event is created and you are given the option to save the email address against the record or not.\\ Yes will add the email address.\\ No will NOT add the email address.\\ |
+ | |||
+ | ==== Saving an attachment from an email in the inbox to the documents view of a record ==== | ||
+ | If an email has attachments they do NOT get saved with the contact event, but they CAN be saved in a Document view – such as Vacancy Documents, Client Documents – providing that Document TYPES have been set up. | ||
+ | |||
+ | The inbox shows how many attachments there are to an email - but the count does include images | ||
When you **expand** the email the attachments are visible at the bottom. | When you **expand** the email the attachments are visible at the bottom. | ||
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There is a button to expand the Person or Contact Documents view but it is possible to drag to other record Documents view. | There is a button to expand the Person or Contact Documents view but it is possible to drag to other record Documents view. | ||
- | You can also Double click **on the coloured preview section** to open. Right Click to save in a folder. | + | You can also Double click **on the coloured preview section** to open. Right Click to save in a folder.\\ |
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+ | {{: | ||
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+ | To drag – open the record to receive the documents and go to the Document view\\ | ||
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+ | {{: | ||
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+ | You will be asked to select a type, then the document is added as a File to the documents. | ||
+ | It will not be directly editable. | ||
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+ | Please take a look at our Email and Contact Event video: https:// | ||
+ | Back to [[hints_and_tips|Hints, | ||