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.
Reference
Buttons
Image | Name | Description |
---|---|---|
New Email | ||
Link to |
Fields
Name | Description |
---|---|
Date | |
Type | |
Result Type | |
Customer | |
User | |
Priority | |
From | |
To |
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