Dedicated Mailbox for Shells
External emails are important communications that need to be included in shells. Such emails can come from project team members or from External Users who do not use Unifier Essentials. These email communications (and any attachments) can be collected in a central repository for the shell, called a Mailbox. After such emails reside in the shell's Mailbox, users can view them, forward them to appropriate members, flag them for review, and reply to them. In addition, these external emails can be linked to business process records.
Note: External emails that have been blind carbon-copied (Bcc) are not collected by the Mailbox.
When Unifier Essentials is installed on your system, a dedicated email address for your company is specified, and whenever a shell is created, Unifier Essentials assigns it a unique identifier. Unifier Essentials combines this email address and shell identifier to create the shell's Mailbox.
Note: To prevent spam and virus attacks, you will need to create a list of approved email addresses that will be accepted by the shell. For more information, see Creating an Approved Email List for Project/Shell Mailboxes in the Unifier Essentials General Administration Guide.
When you create a shell, you can notify all shell participants, both within and outside of Unifier Essentials, of the shell's email address. For more information, see Create a Shell Manually.
See Also
Shell Administration and Setup
Setting Permissions to Configure Shell Types in the Shell Manager
Update Standard Cost Sheet Columns
Setting Permissions to Administer Shell Templates
Accessing a Created Shell Template
Setting Permissions to Create or Modify Shell Instances
Managing Cash Flow in Shell Templates
Setting Up View Forms in Shell Attributes
User Permissions and Navigation
Editing Multiple Shells at Once with Bulk Edit
Last Published Wednesday, June 26, 2024