Overview
Readysell's Messaging feature allows you to send and receive emails from contacts, and to view and manage automatically generated emails.
- You can pop up the source transaction directly from the email.
- All automatically generated emails and manual emails are stored in one place.
- Sent and received emails can be viewed in the same list.
All emails for all users or just one user can be searched.
Using the message log
In the navigation pane, click Relationships then click Messages. The Message Log is displayed, showing all emails that you have access to view.
Viewing a message
You can click on an email in the message log to view the email text, any attachments, and a variety of other information. The following tabs are displayed:
- Message shows the body of the email.
- Attachments shows any attachments. Double-click on an attachment to open it.
- Records shows any records related to the email.
- Parser Results shows parser results generated by the system when processing the email.
- Service Orders is only relevant if the email was sent from, or in reply to, a service order in Readysell.
- Meters is only relevant if the email is related to a meter count emailed automatically to Readysell.
- Meter Count Run Lines is only relevant if the email was sent from, or in reply to, a batch of suggested meter counts.
Sending a message
You can send emails directly from the Readysell message log by clicking the New Email button on the top panel.
New Email box will pop up
