You can perform a number of call to actions in eMail Manager, one at a time or all at once. Simply mark the checkbox next to the appropriate email (or click the Select All button) and select the Call To Action.
- Select All: Selects all emails.
- Clear All: Unchecks all checked (selected) checkboxes
- Invert Selection: Inverts checked email. For example, if you have 2 of 20 emails checked and you click on Invert Selection, the other 18 will be selected and the original 2 will uncheck.
- Delete Selected: This will delete all emails that are marked by the checkbox. To select all emails showing click on the Select All button.
- Print: Prints selected emails, including all associated threads.
- Add Note: Add the same note to all selected emails.
- Move to a New Folder: Select a folder from the drop-down menu and click on the Change button to its right. This will move all checked email to that folder.
- Change Status: Select a status from the drop-down menu and click on the Change button to its right. This will change the status of those selected emails.
- Set to a New Category: Select a category from the drop-down menu and click on the Change button to its right. This will move all checked email to that category.
- Set Reference To: Enter text into the Reference field and click Set Reference. This will populate the reference field with the reference for all checked emails. References must be activated by a Super Administrator.
- Move to a Different Section: Select a section from the drop-down menu and click on the Move button to its right. This will move all checked email to that section into the designated catch-all folder. Users will only see sections they have access to.
- Send Standard Reply: You can also send a standard reply in bulk. Choose the standard reply and add an Optional Subject (if applicable) in the blank field. The Optional Subject overwrites the original subject line for these emails only.
You can perform more than one call to action at the same time from the Folder View or one at time when viewing the email.
