E-Mail Tool

Accessing the Email Tool Page

Navigate to the Contractors section and under the Messaging Section click the “Email Tool” Button. 

Overview

The E-Mail Tool interface displays all incoming messages, with options for filtering and detailed message actions.

List Description:

• Date: Incoming date of the email.

• From: Sender's email address.

• Subject: Subject line of the message.

• MQ: Number of messages in the email thread.

• Contractor: Associated contractor.

• Link: If linked to a record (e.g., Enquiry, AWB, Flight, or Quote), a tag icon will display the number of linked records upon hover.

• Status: Current status of the message.

Actions on Message Details:

When selecting a message, the details appear on the right, with the following options at the top of the sidebar:

• Create Quote: Opens a form for creating a new quote.

• New VIP: Opens a form for creating a VIP enquiry.

• New PAX: Opens a form for creating a PAX enquiry.

• New Cargo: Opens a form for creating a Cargo enquiry.

• AWB: Opens a form for creating an Air Waybill.

• Flight: Opens a form for creating a flight record.

Note: After linking any record, the Link column icon appears, and the message status changes to “Active.”

Message Actions:

• Reply, Reply All, Forward: Opens the message template list.

• History: Views the history of interactions with the message.

• Open HTML: Opens the email in a new browser tab.

• Auto Refresh: Automatically updates the message list.

Sorting and Filtering:

1. Date Range: Use the From Date/To Date filters.

2. Message Text Search: Search within the message text.

3. Email Search: Search by sender's email.

4. Additional Filters (via Filters button):

   • Message Type: Filter by type.

   • Links: Filter by link type.

   • Account ID/No: Filter by Account or Quote ID/No.

   • Accounts Type: Choose between Demo or Sita accounts.

   • Archived/Stared Messages: Toggle to view specific messages.

Clear Filters is available to reset all applied filters.