# Email Inbox

* 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.                                                  &#x20;
* 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 <a href="#id-1-create-a-user" id="id-1-create-a-user"></a>

* 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](https://vezolve.gitbook.io/activebooks/workflows/email/email-domain). <a href="#id-2-create-an-email-domain" id="id-2-create-an-email-domain"></a>

### 3. Email Account <a href="#id-3-email-account" id="id-3-email-account"></a>

* 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                            <a href="#id-4-linking-email-account-in-the-user-master" id="id-4-linking-email-account-in-the-user-master"></a>

* 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.

![](https://429967333-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MgEi4gT9xOnYSAL1Pei%2F-MiKFoaxEkfUPKojDQSj%2F-MiLkiktRol52xva8vhJ%2FEmail%20account.png?alt=media\&token=06d17fd0-6ec8-45e6-8002-ecb95f7fb565)

### 5. Using Email Inbox                                                                   <a href="#id-5-using-email-inbox" id="id-5-using-email-inbox"></a>

* 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 <a href="#id-51-folders" id="id-51-folders"></a>

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

#### 5.2 Actions <a href="#id-52-actions" id="id-52-actions"></a>

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

![](https://429967333-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MgEi4gT9xOnYSAL1Pei%2F-MiKFoaxEkfUPKojDQSj%2F-MiLnM6ihOAkLcVeplh0%2FActions.png?alt=media\&token=c5e90b09-6424-43a0-8724-7c8e4f8bea32)

#### 5.3 Relink <a href="#id-53-relink" id="id-53-relink"></a>

* 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.

![](https://429967333-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MgEi4gT9xOnYSAL1Pei%2F-MiKFoaxEkfUPKojDQSj%2F-MiLndwhQmyz4Xmdq3EH%2FRelink.png?alt=media\&token=e8bc275d-8b5e-4e76-9187-991dc44e9bfc)
