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General


Email Management Search Feature

Friday, February 26th, 2010

Finding email within eMail Manager is easy and fast with search fields located through-out the system. A Quick Search searches the keyword(s) of the folder your in (or all Folder in Folder View) and an Advanced Search lets you choose conditions such as Date Range, Starts With, etc.  Users can even Search Deleted Emails that have not been purged. Here are the details for each:

Quick Search

For a Quick Search, click on the Search Field and type in your search terms. You can enter the ID, subject, email address or partial email address (e.g. tom@ and @thecompany.com). Click on the Search button.

eMail Manager provides a quick and easy way to search for all emails sent or received by the same email address. To do this, open an email from the person you would like to search. Click on the linked From address at the top of email. The system will automatically generate search results that include all emails sent to and received from this email address.

Advanced Search

The Advanced search allows you to search for content within the email based on specific criteria that is selected. The more data entered, the more refined the search. To access the Advanced Search function, click on the Search Field. Click on the Go To Advanced Search link that appears under the search field.

Advanced search can also be used to locate deleted email by clicking on Search Deleted at the bottom of the form.

  • Select whether the search should match “All Conditions” or ” Any One of the Conditions” that will be specified.
  • Select up to three criteria groups. Each group consists of the following parameters:
  • Where to search for the keyword: From, To, Subject, Body
  • How the system will look for the keyword: Equals, Contains Word(s), Contains, Starts With, Ends With, Reg Exp).
  • The keyword to be searched. This can be a string of words, a word, or partial word.
  • Select a date range. Dates should be entered as MM/DD/YYYY or selected from the Calendar icon.
  • Identify whether to search in All, select one folder or multiple folders. To select multiple folders, hold the CTRL key while making the selection.
  • Click on the Search button to submit the search.

When viewing search results, you can perform bulk operations such as moving selected emails to a folder, delete, etc.

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Alert Popups For Better Email Management

Wednesday, January 27th, 2010

Did you know that you can be notified of an incoming email with Alert Popups? Individual users must activate this feature from the Folder List view. To enable email Alert Popups, mark the checkbox next to the folder you wish to enable. Click on the Enable button. The folder will indicate that an Alert Popup has been enabled with a graphic. When a new email arrives in the folder, a popup window will open with the Folder name, number of Unread emails, and a choice of actions. Choose [Go] to go to the specific folder. Choose [Go and Close] to go to the folder and close the Alert window.

If you have more than one section open in separate browser windows and have alerts activated in those sections, click on the [Go To Section] button to reopen the minimized window of the section containing the new emails and view the Folder List. This is helpful if you are monitoring incoming emails in multiple sections and need to navigate back to the proper browser window.

Click on the Refresh button to reload the Alert Popup window and check for new emails.

To Disable Alert Popups, from the Folder List view, mark the appropriate checkbox and click on the Disable button.

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Keeping Email Secure with Password Protection

Wednesday, December 23rd, 2009

eMail Manager now provides further security to password protected email accounts by providing an automated account lock-out. If a user tries to access their account with the incorrect password more than 5 times, their account will be locked (just for that person) for 5 minutes. After that, they will be able to try again. If a user is unable to remember a password, they should contact an administrator of their account to have it reset.

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Quick Email Preview on Hover

Friday, December 18th, 2009

Quick Email Preview for Managing EmailUsers that sift through hundreds of emails at a time can now prioritize by getting a quick Email Preview when hovering over the email ID from the folder view. When implemented, this feature was automatically turned on, but it can be managed by Super Administrators.

To turn on or off, go to Setup: Sections. Click on the Section you want to edit. Mark (or un-mark) the checkbox next to “Show Email Preview on Hover”

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Setting Up Time Specific Auto-Responders for Email

Monday, December 14th, 2009

Our company wants to set up an auto-responder to go out every Friday afternoon at 5pm. We’ve set up rules for auto responders, but we’ve always manually activated them. Is there a way to automate certain replies to go out weekly like that?

Yes. Auto-responders can be set up to be sent on certain days or times. By configuring a specific rule for a folder, you can identify times or days of the week and include an auto-responder. For example, you would set up a rule called Friday 5pm Auto-responder to send an auto-responder to customers requesting End of Week Discounts. You would select Match All Conditions and the Rule should have 3 parts to each condition. For this example, we would create 2 conditions as follows:

Condition 1 – Noun would be “Day Of Week”, the verb would be “equals”, and the predicate would be “5”

Condition 2 – Noun would be “Time”, the verb would be “between”, and the predicate would be “17:00:00 23:59:59”

For further details, please visit our help Wiki at:
http://help.ifmods.com/v4/help:maintenance#conditions

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