Mail

Mail is a full email client for the mailboxes you work from — so you can answer email without leaving MoveBoard.

Whose mailboxes you see

• Yours — your own mailbox, once you've connected it (see Connect your email).
• Mailboxes shared with your position — for example a dispatch@ box shared with the Dispatcher position.
• Company — the company's mailbox, for admins and managers.

The mailboxes are listed down the left. A mailbox that can't be read says so; reconnect it and its mail comes back.

If your own mailbox is set up but can't be read here yet, Mail says which one and why instead of asking you to connect — for example Fill in the incoming mail server to read this mailbox. (incoming email is off) or Reading mail is switched off for this mailbox. Fix it in Email Settings (your Integration tab). As soon as you save, Mail shows the mailbox again — switching incoming email off and back on brings it straight back.

Read

1. Pick a mailbox and Inbox or Sent.
2. Press a conversation to open it. Search mail finds conversations; the filter button switches between Show only unread and Show every conversation.
3. The circular arrow (Check for new mail) asks the mailboxes again.

Act on a conversation

Point at a conversation (or open its More actions menu): Mark as read / Mark as unread, Flag / Unflag, Archive, Delete.

Tick several to act on them together — Read, Unread, Flag, Archive, Spam, Delete — or Select all.

Delete asks first: It goes to the mailbox's bin, where it stays for 30 days.

Reply, forward, write

• In an open conversation: Reply, Reply all or Forward.
• The pencil (Compose) opens New email: pick From (the mailboxes you may send from), the address, the Subject and the words, then Send.

Sending from a colleague's own mailbox (one shared with your position) needs the permission to send email as another user.

Attach a conversation to an order

Attach to… files an email conversation on an order, a business account or a storage tenant: search by Order #, name, email or phone — or just scroll, and pick it. The conversation then shows on that record.

Which order an email lands on

A customer's email goes on the order whose customer (or additional contact) has that email address — or, for a reply, on the order the conversation started on. An address no order has goes on the order you last emailed it from; otherwise it stays in Mail for you to attach.

Lead notices — the email a lead provider (for example a lead website listed under Settings › Sales & orders › Lead sources with its website) sends for each new lead — go on the order of the lead they describe, found by the customer email written in the notice. A notice for a lead you don't have stays in Mail. Attaching one notice to an order attaches that notice only; the provider's next notices never follow it there.

Share a mailbox (admins)

Admins see an N mailboxes button at the top — Who works from which mailbox. Everyone reads their own; admins and managers read the company's; tick a position (Sales, Dispatcher, Customer service, Finance, Manager…) beside a mailbox to share it with everyone in that position.

If something goes wrong

• No mailbox to send from — connect your email first, or ask an admin to share one with your position.
• The email couldn't be sent. Please try again.
• You do not have permission to send as another user. — ask an admin.
• Once a mailbox is connected again, its mail shows here. — the mailbox needs reconnecting.