Email Inbox

Once an email account is added, the email inbox will be accessible.

• Running a business involves many transactional email exchanges with parties like Customers and Suppliers and other members within the company.

• Email Inbox feature allows you to pull all your business emails into your ActiveBooks account.

• Enabling access to business emails with other transactional details makes ActiveBooks a single platform for accessing all business information in one place.

-In ActiveBooks, you can configure Email Inbox for each System User. - Following are the detailed steps to configure Email Inbox for a User.

1. Create a User

• You can configure an Email Inbox for a System User only.

• Hence ensure that you have added yourself and your colleagues as a User and assigned them required permissions.

2. Create an Email Domain.

3. Email Account

• Create an Email Account based on the Email ID of the User.

• For each User whose email account is to be integrated with ActiveBooks, an Email Account master should be created for it.

• If you are creating an Email Account for your colleague who's Email Password is unknown to you, then check field "Awaiting Password".

• As per this setting, a User (for whom Email Account is created) will get a prompt to enter email password when accessing his/her ActiveBooks Account.

Note: If you are creating an Email Account for Email Inbox of a User, then leave Append To field as blank.

4. Linking Email Account in the User master

• Once an Email Account is created for a User, select that Email Account in the User.

• This will ensure that emails pulled from the said Email ID will accessible only to this User in your ActiveBooks account.

• You can link multiple emails with one user.

5. Using Email Inbox

• If you have correctly configured Email Inbox as instructed above, then on the login of a User, Email Inbox icon will be visible.

• This will navigate the user to Email Inbox view within the ActiveBooks account.

• All the Emails received on that email will be fetched and listed in the Email Inbox view.

• User will be able to open emails and perform various actions on them.

5.1 Folders

• In ActiveBooks, you can link multiple Email Accounts with the single User.

5.2 Actions

• On the emails in your inbox, you can take various actions like Reply, Forward, Mark as Spam or Trash.

5.3 Relink

• You can relink an email to a document like Issue, Lead, Opportunity, etc. based on the context of the email.

• Select the document type and the document to link the email to.