Before you start using the My Emails, please configure you personal mailbox connection to the mail server. See Personal Email Configuration for more information.
See a short demo on how to create and manage emails, or keep reading the step-by-step guidance below.
To reach the My Emails page:
- Click on your user name on the top right of the application page.
- Click My Emails .
From the page of all emails, you can:
- View all available emails
- Filter emails
- Compose a new email
- Synchronize Emails
- Mark one or selected emails as unread
Save Table Views¶
There are four table views for emails available by default:
- All Emails (contains all available emails).
- Inbox (contains newly delivered emails).
- Sent Mail (contains sent emails).
- Mailbox: Local (contains emails sent to the user’s personal email).
To enable filters for My Emails page, click the corresponding button on the right:
Filters sort your emails based on certain criteria, such as:
- Message Type
To find a specific record, click on the filter and select the necessary search parameter from the list:
To save a page filtered according to the necessary criteria:
- Filter your emails according to your requirements using Filters.
- Click Options.
- Select Save As/Save As Default.
- Give your email page a name and click Save.
- The saved page should now appear on the list.
To synchronize your emails manually, click Sync Emails on the top right of the page with all emails.
Compose A New Email¶
To compose a new email:
- On the page of all emails, click Compose on the top right.
- Provide the following information on the page that opens:
|From||The From field should contain the email address of the sender. Note that the primary email address is used as a default value and additional addresses are available in the selector for the From field.|
|To||The To field should contain the email(s) of the recipient(s). You can add more than one email to the field. Cc: Clicking Cc (carbon copy) will prompt a new field to appear to include more recipients to the emails whom the sender wishes to publicly inform of the message. Such recipients will be visible to all other recipients. Bcc: Clicking Bcc (blind carbon copy) will prompt a new field to appear to include those recipients whom the sender wishes to inform of the email discreetly. Such recipients are not visible to anyone.|
|Subject||Short, descriptive outline of the email message displayed in the mailbox of the recipients.|
|Apply Template||You can apply a pre-configured template for your email. More information on email template configuration can be found In the corresponding section of this guide.|
|Type||Select the type of the message to be sent: HTML: The email will be coded so that the text is formatted and images are added. Plain: The email will contain plain text with no formatting or special layout options.|
|Body||Enter the text of your email. You can customize you email text using the following features: – Bold, Italic, Underline styles – Text color – Background color – Bullet List – Numbered List – Insert/Edit link – Source Code – Image Embed Upload – Fullscreen view|
|Add Signature||The signature may be added to any email you write in Oro application. Your organization settings define whether the signature will be added automatically or manually. If you have a signature configured, you can add it by clicking Add Signature. For example: – John Doe, VP Example Inc. t.: 0786756465 e.: email@example.com For more information, see Add Signature To Your Email section of this guide.|
|Attach a file||You can attach a file from your PC or a related record. Click From a Record to re-use an attachment from another email in the thread or to choose an attachment assigned to the records. Click Upload and select the necessary file to be uploaded from your computer as an attachment to your email. .|
|Contexts||Context is any record or records that ha(s)ve meaningful relation to an email conversation. When you add context of a record to the email conversation, it will be displayed in the Activity section of that record’s page. Note: If an email has been created from an entity record view page (e.g. from a lead’s page), this record will be added as a context automatically.|
- Click Send to send your email.
Save Unfinished Email¶
To save an unfinished email, minimize the email dialog window by clicking on the corresponding button in the top right corner of the email dialog window.
Your unfinished email will appear as a minimized window throughout the sessions:
You can save several of such emails as drafts:
To open an email, click once either on the email or the View icon at the right end of the email.
From the page of the opened email, you can:
Add Comment (add, edit or delete a comment to the email).
Add Task (assign a task through an email).
Add Context (define a record related to the email).
Reply (reply directly to the sender).
Reply All (reply to everyone in the email conversation).
Forward (forward an email to a different recipient).
Download Attachment (download the attached file, if available).