Using Email - Revision history

Acs300Admin at 16:11, 3 September 2024

2024-09-03T16:11:24Z

← Older revision		Revision as of 12:11, 3 September 2024
Line 5:		Line 5:
	Once connected the mail box will display something like this		Once connected the mail box will display something like this

	[[~~index.php?title=File:Sage_300_mailbox_setup.png\|link=~~File:~~Sage_300_mailbox_setup~~.png\|~~665x665px~~]]		[[File:Sage 300 mailbox setup.png\|300px]]

	You can preform certain actions on the inbox.		You can preform certain actions on the inbox.

	[[~~index.php?title=File:Sage_300_mailbox.png\|link=~~File:~~Sage_300_mailbox~~.png\|~~392x392px~~]]
			[[File:Sage 300 mailbox.png\|300px]]

	A. If the email is a SENT email this icon shows.		A. If the email is a SENT email this icon shows.
Line 21:		Line 22:
	E. Refresh the mailbox		E. Refresh the mailbox

	F. Searches the system based on the email address it came from (or was sent to)		F. Searches the system based on the email address it came from (or was sent to)

	Clicking the email icon will also open the view email dialog and set that email as the active selected email. This is used then when you try file an email against an entity		Clicking the email icon will also open the view email dialog and set that email as the active selected email. This is used then when you try file an email against an entity

	[[~~index.php?title=File:Sage_300_view_email.png\|link=~~File:~~Sage_300_view_email~~.png\|~~669x669px~~]]
			[[File:Sage 300 view email.png\|300px]]

	When you select an email and then view an entity you will see the File Email button (A)		When you select an email and then view an entity you will see the File Email button (A)

	[[~~index.php?title=File:Sage_300_mx_save_email_button.png\|link=~~File:~~Sage_300_mx_save_email_button~~.png\|~~300x300px~~]]		[[File:Sage 300 mx save email button.png\|300px]]

	When clicked you see the option to Save this against the given Entity		When clicked you see the option to Save this against the given Entity

	[[~~index.php?title=File:Sage_300_mx_save_email.png\|link=~~File:~~Sage_300_mx_save_email~~.png\|~~680x680px~~]]		[[File:Sage 300 mx save email.png\|300px]]

	Click "Save" to complete		Click "Save" to complete

Acs300Admin at 16:10, 3 September 2024

2024-09-03T16:10:20Z

← Older revision		Revision as of 12:10, 3 September 2024
Line 1:		Line 1:
			You must have connected to your mailbox (Outlook/Gmail/IMAP) for the following to be valid.

			----

	Once connected the mail box will display something like this		Once connected the mail box will display something like this

Acs300Admin: Created page with "Once connected the mail box will display something like this 665x665px You can preform certain actions on the inbox. 392x392px A. If the email is a SENT email this icon shows. B. If the email is received in this icon shows. C. You can search within the mailbox D. Logout - disconnects the mailbox E. R..."

2024-09-03T16:10:05Z

Created page with "Once connected the mail box will display something like this link=File:Sage_300_mailbox_setup.png|665x665px You can preform certain actions on the inbox. link=File:Sage_300_mailbox.png|392x392px A. If the email is a SENT email this icon shows. B. If the email is received in this icon shows. C. You can search within the mailbox D. Logout - disconnects the mailbox E. R..."

New page

Once connected the mail box will display something like this

[[index.php?title=File:Sage_300_mailbox_setup.png|link=File:Sage_300_mailbox_setup.png|665x665px]]

You can preform certain actions on the inbox.

[[index.php?title=File:Sage_300_mailbox.png|link=File:Sage_300_mailbox.png|392x392px]]

A. If the email is a SENT email this icon shows.

B. If the email is received in this icon shows.

C. You can search within the mailbox

D. Logout - disconnects the mailbox

E. Refresh the mailbox

F. Searches the system based on the email address it came from (or was sent to)

Clicking the email icon will also open the view email dialog and set that email as the active selected email. This is used then when you try file an email against an entity

[[index.php?title=File:Sage_300_view_email.png|link=File:Sage_300_view_email.png|669x669px]]

When you select an email and then view an entity you will see the File Email button (A)

[[index.php?title=File:Sage_300_mx_save_email_button.png|link=File:Sage_300_mx_save_email_button.png|300x300px]]

When clicked you see the option to Save this against the given Entity

[[index.php?title=File:Sage_300_mx_save_email.png|link=File:Sage_300_mx_save_email.png|680x680px]]

Click "Save" to complete