When more than one person is checking role-based email accounts, it is important that emails be kept in conversation threads and that staff keep notes within the email to keep everyone in the loop about the email conversation. eMail Manager allows users to enter such notes.
To add a note to the email, click on the Notes button at the top of the page. If applicable, you can enter the amount of time spent addressing the email. These are different from System Notes and are not hidden from view when the SysNotes Filter is on.
To Add the note click on the Add button. To change the status of the email, select a status from the pull down menu before clicking on the Add button. You can also assign a Category or move the email to a different folder by selecting from the appropriate drop down list.
SysNotes
These are notes generated by the system on each email detailing if the email was routed to the folder by a Rule, if the email was moved from a different folder, if the email was opened by one or more users, if the status or the category changed and by which User. Use the checkbox labeled Hide SysNotes to hide these notes from view.
