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.

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

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

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.

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.