Working with Inbox

Inbox will bring your business to life and allow your team to share information and knowledge about your clients openly and in real-time.

How jobs interact with Inbox
Jobs can generate their own conversations. How do they get into Inbox? Jobs create their own conversations. These conversations only show up in Inbox wh...
Sat, 6 Jul, 2019 at 4:47 PM
FAQ : What conversations appear in Inbox?
Inbox shows conversations that: have one or more items that have been created manually by you or a team member; or have an error message. Sometimes ...
Sat, 6 Jul, 2019 at 2:50 PM
FAQ : Why isn't this message getting mapped to a contact or client?
Sometimes you may find that an incoming message is not getting automatically mapped to a contact or client. This will be obvious as you will see the sender&...
Tue, 3 Dec, 2019 at 3:21 PM
FAQ : What is read or unread status?
Items created by anyone in the team show up as unread for everyone except the person who created it. Here are some examples of items that will create...
Tue, 3 Dec, 2019 at 3:17 PM
FAQ : What is archiving and how does it work?
Archiving is basically a flag on a conversation that helps you organise your Inbox. The default view of Inbox shows Unarchived conversations only. So, w...
Sat, 6 Jul, 2019 at 2:56 PM
FAQ : Can I move an item (e.g. email) between contacts?
Yes, you can move a single item from a conversation or one or more conversations by using the organise tool. Moving a single item Open the conversa...
Sun, 7 Jul, 2019 at 2:29 PM
FAQ : Can I move an item (e.g. email) to another conversation?
Yes. Find the item you want to move in Inbox or the conversation panel and then click on the "organise" option. Click on "Label with a&q...
Sun, 7 Jul, 2019 at 2:31 PM
FAQ : Can I manually unarchive one or more items?
Yes, but you can only unarchive conversations, not individual items. To do this you need to open the conversation panel and click on unarchive.
Sun, 7 Jul, 2019 at 2:32 PM
FAQ : Why do I have an unread item that I can't see in my Inbox?
The default view of Inbox is to look at unarchived conversations only. Set your Archive filter to "All" so you can see all conversations.
Sun, 7 Jul, 2019 at 2:34 PM
FAQ : What email address do auto-reminders use?
Auto-reminders can use your default mailbox or you can choose the mailbox by service. Use the default mailbox To check your mailbox setup, click on ...
Fri, 12 Jul, 2019 at 7:09 PM