Mailtool Labels

Accessing Mailtool Labels

Navigate to the Settings section and under the System Setup Section click the “System Settings” Button. Then under the Contractors/CRM  Section click the “Mailtool Labels" button.

Overview

The Mailtool Labels page is a part of the system settings module that allows users to manage and configure labels for mail categorization. Labels can be created, updated, and deleted from this interface.

Interface Components

Search Bar

• Located at the top of the page, the search bar allows users to filter labels by name or description.

Labels Table

This table displays existing labels along with their descriptions. The table contains the following columns:

• ID (#) – A unique identifier for each label.

• Name – The name of the label.

• Description – A brief description of the label.

Label Management Panel

Located on the right side of the page, this panel allows users to perform the following actions:

Actions

1. Update Label – Modifies an existing label.

   • Click on a label from the table.

   • Update the Name, Description, or Color fields.

   • Click the Update button.

2. Create a New Label

   • Click the New button.

   • Enter the Label Name (required).

   • Provide a Description (optional).

   • Select a Color using the color picker.

   • Click Update to save the label.

3. Delete Label

   • Select a label from the table.

   • Click the Delete button.

   • Confirm the deletion.

Fields

• Name (Required) – The name of the label.

• Description (Optional) – Additional details about the label.

• Color – Allows the user to assign a color to the label.

Functionality

• Labels help in categorizing and organizing mails efficiently.

• Users can create custom labels based on their organizational needs.

• Labels can be edited or deleted as per user requirements.

Notes

• A label must have a unique name.

• Once deleted, labels cannot be restored.

• Color coding helps in visual identification of labels.