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 the 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:
Dashboard > Toggle Menu > Mail Box
OR
Dashboard > Click > View All
Mails
The Mails section 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.
Field Name |
Description |
---|---|
Compose Mail |
The option to compose new mail. |
Inbox |
Select this option to view the list of all mail messages sent by the bank in response to your mails. |
Sent Mail |
Select this option to view the list of mails sent by you to the bank. |
Deleted Mail |
Select this option to view the list of mails deleted by you from the inbox and sent mail folders. |
To access the mails:
- Click the desired option.
- If you click the Inbox option, the inbox folder appears. Click on an individual message to view the details of that message.
- If you click the Sent Mail option, the sent mail folder appears. Click on an individual message to view the details of that message.
- If you click the Deleted Mail option, the deleted mail folder appears. Click on an individual message to view the details of that message.
- 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:
Dashboard > 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
Field Name |
Description |
---|---|
Category |
Select a category/ subject related to which the message is to be sent. |
Message |
Enter the message that is to be sent to the bank. |
- From the Category list, select the appropriate option.
- In the Message section, enter the message.
- Click if you want to attach any reference document.
- Click
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
- In the Mailbox screen, click the Inbox option.
- The Inbox folder with received messages listed appears. Click an individual message to view the details of that message.
Inbox
Field Name |
Description |
---|---|
Subject |
The subject of the mail is displayed against each mail record |
Received |
The date and time on which the mail was received is displayed against each mail record. |
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
Field Name |
Description |
---|---|
Message Details |
|
From |
The name of the sender of the mail. |
Sent |
The date and time on which the mail was received. |
Subject |
The subject of the received mail. |
Content |
The content of the mail. |
Mail Chain |
All the mails forming part of the mail chain being viewed are displayed one below the other with the mail received most recently displayed on top. Each mail in the chain contains the following:
Note: A mail chain is formed when a user sends a mail the bank and a bank administrator responds to the mail. |
- The Inbox screen with detailed message record appears; click Reply if you want to reply.
OR
Click to delete the message.
OR
Click to navigate to the previous page.
Inbox Reply
Field Name |
Description |
---|---|
Message - Reply |
|
Message |
Enter a response to be sent to the bank. |
- Click Send to send the response to the bank.
A message confirming that the mail has been sent successfully appears.
OR
Click to add an attachment to the response mail.
OR
Click to delete the message.
OR
Click 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
- In the Mailbox screen, click the Sent Mail option.
- The Sent Messages folder appears. Click an individual message to view the details of that message.
Sent Mail
Field Name |
Description |
---|---|
Subject |
The subject of the mail is displayed against each mail record. |
Sent |
The date and time on which the mail was sent is displayed against each mail record. |
- 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. - The Sent Mail screen with the detailed sent message appears. Click
OR
Click to delete the message.
OR
Click to navigate to the previous page.
if you want to reply. Type the reply and click . The success message appears. OR Click if you want to attach any reference document.
Sent Mails - Details
Field Name |
Description |
---|---|
Message Details This section displays the detailed message. |
|
From |
The name of the sender of the mail. |
Sent |
The date and time on which the mail was sent. |
Subject |
The subject of the received mail. |
Content |
The content of the mail. |
Mail Chain |
All the mails forming part of the mail chain being viewed are displayed one below the other with the mail received most recently displayed on top. Each mail in the chain contains the following:
Note: A mail chain is formed when a user sends a mail to the bank and a bank administrator responds to the mail. |
Message - Reply This section will be displayed if you have selected the option Reply. |
|
Message |
Enter a response to be sent to the bank. |
- The Sent Mail screen with detailed message record appears.
Click if you want to send a response to the bank. Type the reply and click . The success message appears.
OR
Click if you want to attach any reference document.
OR
Click to delete the message.
OR
Click 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
- In the Mailbox screen, click the Deleted Mail option.
- The Deleted Mail folder with deleted messages listed appears. Click an individual message to view the details of that message.
Field Name |
Description |
---|---|
Subject |
The subject of the mail is displayed against each mail record. |
Received |
The date and time on which the message was sent/ received is displayed against each mail record. |
- 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 mail back to inbox, select the check box (s) against the mail, and click . - The Deleted Mail folder with detailed message record appears; click
OR
Click Go to Dashboard to navigate to the dashboard.
to delete the message.
Deleted Mail Details
Field Name |
Description |
---|---|
Message Details This section displays the detailed message. |
|
From |
The name of the sender of the mail. |
Sent |
The date and time on which the message was sent/received. |
Subject |
The subject of the deleted mail. |
Message Contents |
The content of the deleted mail. |
- Click
OR
Click to navigate to the previous page.
to delete the message.
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:
Dashboard > Toggle Menu > Mail Box > Alerts
OR
Dashboard > Click > Alerts > View All
To view the alerts:
- Click the Alerts tab. The alert screen appears.
Field Name |
Description |
---|---|
Subject |
The subject of the alert is displayed against the specific alert record. |
Received |
The date and time on which the alert was sent is displayed against the specific alert record. |
- 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 received alerts
OR
delete multiple alerts, select the check box (s) against the alert, and click to delete the alert..
Alerts Details
Field Name |
Description |
---|---|
Alerts Details |
|
Subject |
The subject of the alert. |
Received |
The date and time on which the alert was received. |
Message |
The content of the alert. |
- Click
OR
Click to navigate to the previous page.
to delete the alert. The delete warning message appears.
Notifications
This section lists all the notifications received by the logged in user.
How to reach here:
Dashboard > Toggle Menu > Mail Box > Notifications
OR
Dashboard > Click > Notifications >View All
To view the notifications:
- Click the Notifications tab. The Notification screen appears.
Field Name |
Description |
---|---|
Subject |
The subject of the notification. |
Received |
The date and time on which the notification was received. |
- 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 received notifications.
OR
To delete multiple notifications, select the check box (s) against the notifications, and click to delete the notification.
Notification Details
Field Name |
Description |
---|---|
Notification Details |
|
Subject |
The subject of the notification. |
Received |
The date and time on which the notification was received. |
Message |
The message body of the notification. |
- Click
OR
Click to navigate to the previous page.
to delete the notification. The delete warning message appears.
FAQs
Can customers initiate fresh mails?
Can customer delete multiple mails?
Can customers restore the deleted mails?
Can Customer send a reply to the alerts/ Notifications sent by the Bank?