Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
4_inbox_and_contact [2014/03/19 12:58] – barbara | 4_inbox_and_contact [2022/12/12 13:05] (current) – Shelley Hunter | ||
---|---|---|---|
Line 3: | Line 3: | ||
==== 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. | ||
Line 9: | Line 9: | ||
{{: | {{: | ||
- | 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. |
+ | |||
+ | 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. | ||
+ | |||
+ | 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’. | ||
+ | |||
+ | {{:: | ||
+ | |||
+ | |||
+ | {{:: | ||
+ | |||
+ | **Note**: This is NOT available for Users set up for new Exchange Web Services. \\ \\ | ||
+ | |||
+ | **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 emails related to the search. Please note this does not search on all folders, only the specified folder and the search is not live searching when you enter each letter, it only starts when the button is pressed. | ||
+ | |||
+ | {{:: | ||
+ | |||
+ | **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’ | ||
+ | |||
+ | 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 ==== | ==== Linking incoming emails to IQX records ==== | ||
Line 15: | Line 38: | ||
<color red>From version 2.2.10.5</ | <color red>From version 2.2.10.5</ | ||
+ | |||
+ | {{: | ||
To attach an email as a Contact Event to a Vacancy: | To attach an email as a Contact Event to a Vacancy: | ||
Line 26: | Line 51: | ||
{{: | {{: | ||
- | {{ : | + | {{: |
- | \\ \\ \\ \\ | + | |
+ | 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 ==== | ==== 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. | 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. | ||
Line 37: | Line 64: | ||
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.\\ |
{{: | {{: | ||
- | To drag – open the record to receive the documents and go to the Document view | + | To drag – open the record to receive the documents and go to the Document view\\ |
{{: | {{: | ||
You will be asked to select a type, then the document is added as a File to the documents. | 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. | It will not be directly editable. | ||
+ | |||
+ | Please take a look at our Email and Contact Event video: https:// | ||
Back to [[hints_and_tips|Hints, | Back to [[hints_and_tips|Hints, | ||