Incoming (CO409000)

This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

In this window, unread messages are displayed in bold font, and read messages are shown in regular font.

The window toolbar includes standard and window-specific buttons. The window-specific buttons are listed below.

Button	Description
Actions	Provides the following menu commands (which affect the email or emails you have selected before invoking the command), which you can click to invoke actions: Reply Initiates the sending of a reply to the sender of the email. Reply all Initiates the sending of a reply to the sender of the email and to all its recipients. Forward Initiates the sending of a copy of the email to new recipients. Mark as read Marks the selected unread messages as read. Only the assigned owner can mark a message as read. Mark as unread Marks the selected read messages as unread. Only the assigned owner can mark a message as unread. Link to Invokes the Related entity dialog box. By using this dialog box, you can associate the selected email with an existing entity. Archive Stores the selected messages in archival storage.
Create	Provides the following menu commands, which affect the email or emails you have selected before invoking a particular command: Event Opens the Event (CR306030) window in a pop-up window. By using this window, you can create a new event; the selected emails will be associated with this event as related activities. Task Opens the Task (CR306020) window. In this window, you can create a new task; the selected emails will be associated with this task as related activities. Contact Opens the Contacts (CR302000) window in a pop-up window. In this window, you can create a new contact; the selected emails will be associated with this contact and listed among other activities on the Activities tab of the Contacts (CR302000) window. Case Opens the Cases (CR306000) window in a pop-up window. By using this window, you can create a new case; the selected emails will be associated with this case and listed among other activities on the Activities tab of the Cases (CR306000) window. This menu command is available only if the Case management feature is enabled in the Enable/disable functionalities (CS100000) window. Expense receipt Opens the Expense receipt (EP301020) window in a pop-up window. By using this window, you can create a new expense receipt; the selected emails will be associated with this receipt and listed among other activities, which you can view by clicking Activities on the title bar of the Expense receipt (EP301020) window.

Actions

Provides the following menu commands (which affect the email or emails you have selected before invoking the command), which you can click to invoke actions:

Reply: Initiates the sending of a reply to the sender of the email.
Reply all: Initiates the sending of a reply to the sender of the email and to all its recipients.
Forward: Initiates the sending of a copy of the email to new recipients.
Mark as read: Marks the selected unread messages as read. Only the assigned owner can mark a message as read.
Mark as unread: Marks the selected read messages as unread. Only the assigned owner can mark a message as unread.
Link to: Invokes the Related entity dialog box. By using this dialog box, you can associate the selected email with an existing entity.
Archive: Stores the selected messages in archival storage.

Create

Provides the following menu commands, which affect the email or emails you have selected before invoking a particular command:

Event: Opens the Event (CR306030) window in a pop-up window. By using this window, you can create a new event; the selected emails will be associated with this event as related activities.
Task: Opens the Task (CR306020) window. In this window, you can create a new task; the selected emails will be associated with this task as related activities.
Contact: Opens the Contacts (CR302000) window in a pop-up window. In this window, you can create a new contact; the selected emails will be associated with this contact and listed among other activities on the Activities tab of the Contacts (CR302000) window.
Case: Opens the Cases (CR306000) window in a pop-up window. By using this window, you can create a new case; the selected emails will be associated with this case and listed among other activities on the Activities tab of the Cases (CR306000) window. This menu command is available only if the Case management feature is enabled in the Enable/disable functionalities (CS100000) window.
Expense receipt: Opens the Expense receipt (EP301020) window in a pop-up window. By using this window, you can create a new expense receipt; the selected emails will be associated with this receipt and listed among other activities, which you can view by clicking Activities on the title bar of the Expense receipt (EP301020) window.

Related entity dialog box

Element	Description
Type	The type of the entity with which you want to associate the selected email. The following options are available: Purchase invoice Sales invoice/note Case Customer Employee Expense Receipt General ledger batch Lead/contact Opportunity Prospect Purchase order Purchase receipt Sales order Shipment Supplier
Entity	The entity of the selected type with which you want to associate the selected email.
This dialog box has the following buttons.
OK	Accepts the specified data and closes the dialog box. As a result, the email is linked to the selected entity as an activity.
Cancel	Discards the specified data and closes the dialog box.

The table

The table shown on each filter tab contains the list of emails that match the criteria of the selected filter tab.

Table columns

Columns	Description
Included	An unlabeled check box that you select to include this email among those upon whom an action can be performed.
Subject	The subject of the email. Click the subject to view the details of the email.
From	The sender of the email.
Date	The date of the email.
Email status	The status of the email, which indicates whether it has been processed.
to	The system email account that received the email.
Related entity description	The description of the entity with which this email is associated. Click this link to view the details of this entity.
Workgroup	The workgroup to which the email has been assigned.
Owner	The employee to whom the email has been assigned.
Created by	The name of the employee who created the email.

The table filter tabs

Each of the default filter tabs (listed below) has a table whose records are filtered by certain criteria.

Filter	Description
All records	Displays the complete list of incoming emails, regardless of their owner or status.
Unread emails	Displays only the unread incoming emails, regardless of their owner.
My emails	Displays only the incoming emails assigned to you, regardless of their status.
My workgroup’s emails	Displays only the incoming emails assigned to your workgroup.
Unassigned	Displays only the incoming emails that are not assigned to any owner.
Unprocessed	Displays only the incoming emails that have not yet been processed by the email server.