Click on the Inbox button in the left menu to access the Raynet email inbox. The inbox works similarly to other email inboxes you are used to, but it has some extra features. Each email can be Raynetted which essentially means assigned to records in the CRM system. This process adds the emails to the history of a Contact, Account, Deal, etc. In this article, we will show you how the email inbox works and what you can do with the emails.
At the top of the inbox there is a full-text search feature and Quick Filters. You can customize these filters using the pencil icon. Users can also change the order of the filters. There is also a filter available that shows emails that are already Raynetted or are ready for Raynetting. For more information on what Raynetting is, see this article.
Next, you will find an Refresh button at the top to refresh your incoming emails. Click on Filtering to access the menu with available filters. These work the same as in all other list views across the entire CRM system. We go into more detail about Filtering in this article. Click on the settings icon to go to Inbox Settings in your profile.
In the left menu in your Inbox, you will find the + New email button. Click on it and a new window will pop up to where you can write a new email. Learn more about writing an email in this article.
This menu also lists all folders, just as you have in your regular email client. Editing these folders needs to be done in your client. You will find the following folders:
- Inbox
- Drafts
- Scheduled
- Sent
- Favorite
- Archive
- Trash
The email list view itself works just like any other list in Raynet. Click on the checkboxes to display the Mass Edit menu. This allows you to do mass Raynetting for emails (if you do not have automatic Raynetting enabled), Mark them as read or unread, or move them to Trash. The three dots button has these options:
- Archive
- Add to favorites
- Remove from favorites
Click the Clear selection button to deselect the items.
You can also add and remove columns, change their order or width in the emails list view. To select columns, just click on the pencil icon at the end of the main row. To change the order, just drag and drop a column with your mouse and to the desired location. Move your mouse to the edge of the column header to adjust the width.
At the end of each row of the email list view, click the three dots button to expand the dropdown for more actions for the email:
- Reply
- Forward
- Archive
- Move to
- Mark as read/unread
- Raynetting
- Block sender
- Move to trash