Inbox
My Profile → IMAP (tab)
.
If you plan to use global SMTP in Splynx, please configure it in Config → Main → Email
and enable Use system SMTP option in My Profile → IMAP (tab)
:
The Inbox feature in Messages → Inbox
allows you to add your personal email address into Splynx in order to simplify communication with potential or existing customers. It would be like a simple mail client with a configured mail box via IMAP.
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View message. The option is used to open message in the new window. |
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Reply. The option is available only if the customer/lead with such email address exists in Splynx. After you press Reply sign, you will be redirected to Communication tab of customer/lead profile. |
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Forward. The option is available only if the customer/lead with such email address exists in Splynx. After you press Forward sign, you will be redirected to Communication tab of customer/lead profile. |
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Block email . The email address will be added to Deny list in My Profile → IMAP (tab) The next newly emails from this address won't be visible in Splynx Inbox . |
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Delete message The option to remove message. |
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Pair to customer/lead. After you press Pair to customer/lead sign and select related account, the email address will be added to Email field of this account. |
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Add customer/lead. Using this option, the new customer/lead account can be created in Splynx. |
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This lable will be preset in the subject of the message if customer/lead email address is not related to any customer/lead account in Splynx. Only in such messages the Pair to customer/lead and Add customer/lead actions can be applied. |
Filter
button is located at the top right corner of the table and can be used to search messages by period or by some text:
With the help of the export