Unifier Mailbox has the following functions:
- An internal email feature that allows Unifier shell team members to communicate with each other and maintain a record of the communications. For shells with View-Only status, Mailbox is available for viewing, but you cannot send, edit or delete messages.
- The repository that collects external emails related to the shell. These emails can come from shell users or from external users who do not use Unifier. From the Mailbox, users can forward the emails to appropriate members, flag them for review, and reply to them. In addition, these external emails can be linked to business process records.
- A cross-shell listing of your Inbox can also be accessed in the Mailbox node of your shell. Refer to the Unifier Programs, Shells, and Projects User Guide for details.
- A cross-project listing of your Inbox can also be accessed in the Mailbox node of your project. The Mailbox node displays all of the internal and external emails in a project.
Replies from external users can be tracked and monitored from within your Project Mailbox. Refer to the Unifier Programs, Shells, and Projects User Guide for details.
To view all your email messages (Mailbox) across shells
- Go to the Home page.
- In the left Navigator, click Inbox. All messages sent between shell team members (messages residing in all shell Mailbox Inbox and Sent folders) are listed.
- To open a listed message, select it from the list and click Open.
When an email is selected from the Inbox log, the contents of the email are displayed on the right along with the possible actions.
You can use the gear menu (
) to perform the following actions: Open, Flag (All available options are displayed), Clear Flag, and Delete for each record.
The following toolbar options are displayed on the Inbox log:
Toolbar Option | Description |
|---|---|
Actions | The following options are displayed: Flag: To flag one or more emails. All available sub-options are displayed. Clear: To clear the flags. This option is context-sensitive. Print: To print the log. Delete: Delete one or more emails. |
View | To customize the view according to the following criteria:
This sub-menu will also contain all views that you have created. |
Edit View | To edit the view (columns) of the Inbox log. |
Search | To open the Search window and enter search parameters. You can search for items that are not currently displayed in the log. |
Find on Page | The Find on Page option enables you to find items on the displayed page. When you click the Find on Page option, the system inserts a new row that enables you to enter your filter parameters.
|
Refresh ( | To refresh the log screen. |
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