Mailbox

Mailbox helps in two way communication between the bank administrator and the business user. Mailbox displays the list of messages to the user with date and time and message subject. Users can send mail messages to bank administrators with specific pre-defined subjects for their queries/complaints/feedback.

Prerequisites:

• The user must have a relationship with Bank
• User must have login credentials

Features supported in Application

The major components of mailbox are:

• Compose – This enables the user to select a predefined subject and to initiate a mail with a query/ complaint/ feedback.
• Inbox - This folder displays all the messages sent by bank administrators to the user. The user can reply to any of these mail messages or can delete any message.
• Sent Mail- This folder lists down the mails sent by the user. An option is provided to delete any or all sent mails.
• Deleted Mail - This folder displays the mails deleted from the user’s Inbox and Sent Mail folders. The user can opt to permanently delete any or all of these mail messages.
• Alerts – This folder lists down the alerts sent by the bank to the user. The user can opt to delete any or all of these alerts.
• Notifications - This section enables the user to view all the notifications sent by the bank.

How to reach here:

Toggle Menu > Mailbox
OR
Dashboard > Click > View All > Mails

Mails

The Mails functionality is subdivided into the following sub-sections:

• Compose: This option enables the user to create and send a new mail message.
• Inbox: This folder displays all the mail messages received by the user
• Sent mail: This folder displays the list of mail messages sent by the user to the bank.
• Deleted Mail: This folder contains the list of mail messages deleted by the user from the inbox and the sent mail folders.

To access the mails:

1. Click the desired option.
1. If you click the Inbox option, the inbox folder appears. Click on an individual message to view the details of that message.
2. If you click the Sent Mail option, the sent mail folder appears. Click on an individual message to view the details of that message.
3. If you click the Deleted Mail option, the deleted mail folder appears. Click on an individual message to view the details of that message.
2. Click the header to sort the records according to ascending or descending order.
   OR
   Click to refresh the folder.
   OR
   To delete multiple messages, select the specific check boxes and click .

Compose Mail

Using this option the user can initiate a mail communication with the bank. The mailbox is a communication channel between the bank and the user. In order to send a mail to the bank, the user needs to first select a category which identifies the purpose for which the message is being sent. The specification of a category enables the bank to appoint the user’s concern / query to the desired team which ensures a timely and accurate response.

How to reach here:

Toggle Menu > Mailbox> Mails > Compose Mail

To send a message:

• Click Compose Mail. The screen on which you can compose and send a mail to the bank appears..

Compose Mail

• From the Category list, select the appropriate option.
• In the Message section, enter the message.
• Click Attach Files if you want to attach any reference document.
• Click Send.
  The success message appears.

Inbox

Using this feature, the user can view the messages received in his Inbox. The user can view an individual message by clicking on the sender's name.

To view received mails

1. In the Mailbox screen, click the Inbox option.
2. The Inbox folder with received messages listed appears. Click an individual message to view the details of that message.

Inbox

To access the Inbox:

• Click the subject of a mail you want to view. The mail is displayed.
  OR
  Click the header to sort the records according to ascending or descending order.
  OR
  Click to refresh the folder.
  OR
  To delete multiple messages, select the specific check boxes and click .

Inbox - Message Details

4. The Inbox screen with detailed message record appears; click Reply if you want to reply.
   OR
   Click Delete to delete the message.
   OR
   Click Back to navigate to the previous page.

Inbox Reply

• Click Send to send the response to the bank.
  A message confirming that the mail has been sent successfully appears.
  OR
  Click Attach File to add an attachment to the response mail.
  OR
  Click Delete to delete the message.
  OR
  Click Back to navigate to the previous page

Sent Mail

This folder displays all the messages sent by the user to the bank.

To view the sent messages

1. In the Mailbox screen, click the Sent Mail option.
2. The Sent Messages folder appears. Click an individual message to view the details of that message.

Sent Mail

3. Click the subject of the specific sent message that you want to view.
   OR
   Click the header to sort the records according to ascending or descending date.
   OR
   Click to refresh the mailbox.
   OR
   To delete multiple mails, select the check box (s) against the mail, and click to delete the message.
   
4. The Sent Mail screen with the detailed sent message appears. Click Reply if you want to reply. Type the reply and click Send. The success message appears.
   OR
   Click Delete to delete the message.
   OR
   Click Back to navigate to the previous page.

Sent Mails - Details

5. The Sent Mail screen with detailed message record appears.
   Click Reply if you want to send a response to the bank. Type the reply and click Send. The success message appears.
   OR
   Click Attach Files to add an attachment to the response mail.
   OR
   Click Delete to delete the message.
   OR
   Click Back to navigate to the previous page.

Mailbox - Deleted Mail

This folder displays all the messages that are deleted by the user from the Inbox and Sent Mail folders.

To view the deleted messages

1. In the Mailbox screen, click the Deleted Mail option.
2. The Deleted Mail folder with deleted messages listed appears. Click an individual message to view the details of that message.

3. Click the required deleted message that you want to view.
   OR
   Click the header to sort the records according to ascending or descending date.
   OR
   Click to refresh the folder.
   OR
   To delete multiple mails, select the check box (s) against the mail, and click to delete the message /s.
   OR
   To restore the deleted mails back to inbox, select the check box (s) against the mail, and click .
   
4. The Deleted Mail folder with detailed message appears; Click Delete to delete the message.
   OR
   Click Go to Dashboard to navigate to the dashboard.

Deleted Mail Details

5. Click Delete to delete the message.
   OR
   Click Back to navigate to the previous page.

Alerts

All the alerts that are auto generated and sent to the logged in user will be displayed on this screen.

How to reach here:

Toggle Menu > Mail Box > Alerts
OR
Dashboard > Click > Alerts > View All

To view the alerts:

1. Click the Alerts tab. The alert screen appears.

2. Click an individual alert to view the details of the alert. The details of the alert appear.
   OR
   Click the header to sort the records according to ascending or descending date.
   OR
   Click to refresh the alerts.
   OR
   To delete multiple alerts, select the check box (s) against the alert, and click to delete the alert.

Alerts Details

• Click Delete to delete the alert. The delete warning message appears.
  OR
  Click Back to navigate to the previous page.

Notifications

This section lists all the notifications received by the logged in user.

How to reach here:

Toggle Menu > Mail Box > Notifications
OR
Dashboard > Click > Notifications >View All

To view the notifications:

1. Click the Notifications tab. The Notification screen appears.

2. Click an individual notification to view the details of that notification.
   The screen on which the details of the notification are displayed appears
   OR
   Click the header to sort the records according to ascending or descending date.
   OR
   Click to refresh the notifications.
   OR
   To delete multiple notifications, select the check box (s) against the notification, and click to delete the notification.

Notification Details

• Click Delete to delete the notification. The delete warning message appears.
  OR
  Click Back to navigate to the previous page.

FAQs

Can customers initiate fresh mails?

Yes, customers of the bank can initiate fresh mails by accessing compose mail option through secure mailbox. Customers can only send mails to bank administrators using this feature.

Can customer delete multiple mails?

Yes, users can select multiple mails and delete the same.

Can customers restore the deleted mails?

Yes, deleted mails can be restored from the deleted folder. User can go to the Deleted folder, select the mails and click on restore button to move those mails back to respective folder.

Can Customer send a reply to the alerts/ notifications sent by the Bank?

No, customer cannot reply to the alerts/ notifications.

What are notifications generally about?

Notifications inform customers of the bank about any new offers, promotional rates and launch of new products or services.

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