General
- “Mailbox” is integrated as a side bar (right-hand side of the window)
- It comes with detailed filter options (e.g. filter for “Only mails”, “Mails from external contacts”, “Unlinked mails” etc.)
- The ‘comment’ feature can be used for internal communication (e.g. to exchange to-the-point, content-specific internal information) and for creating and using individual reminders for these specific items.
Adding a new internal comment
- Open the mailbox slider
- Click on some content (e.g. activity / task)
=> The mail sidebar will display an “Add comment“ input field
- Expand the mail sidebar and add an internal comment to the field (e.g. “Call client“)
- EITHER: Choose a “Receiver“ from the drop-down
=> The recipient will receive a notification and may also set a reminder to deal with this notification at a later stage - OR: Click the ‘reminder’ icon and choose a time frame
=> The current user will receive the reminder at the chosen point in time
- EITHER: Choose a “Receiver“ from the drop-down
- Click the green ‘check’ icon to add the comment
NOTE: A subtle grey tile symbol indicates that a comment exists for this content or that an email has been linked