Email

The Mail Manager is your inbox inside Omnir. Emails you send from records are logged against them, so everyone sees the full conversation.

Opening the Mail Manager#

Click the envelope in the top bar; the red number is your unread inbox mail. The first time, connect your mailbox: sign in with Google or Microsoft 365, or enter your mail server details. You can connect more than one mailbox and switch between them, and a mailbox can be shared with colleagues.

Folders show their unread counts, as in Gmail or Outlook. Open a mail to read it, select several with Ctrl or Shift, and file a mail against a contact, lead or ticket — or create one from it — with the actions beside the mail.

Sending an email from a record#

1. 1
   Open a contact, lead or organization.
2. 2
   Click Send Email at the top of the record.
3. 3
   The recipient is filled in (if the record has several email addresses, pick which ones first). Click Add Cc or Add Bcc if needed.
4. 4
   Write the subject and message, or pick a template.
5. 5
   Attach files from your computer, or click Browse CRM to attach from Documents.
6. 6
   Click Send Email.

The email appears on the record’s Emails tab, with when it was opened and clicked if tracking is on for your workspace.

Email templates#

1. 1
   While writing, choose a template from the Select Email Template list.
2. 2
   It fills in the subject and body, with the recipient’s details where the template asks for them.
3. 3
   Adjust the message and send.

Incoming email#

Your administrator can set up a mailbox — such as support@ — so that incoming emails create tickets automatically and replies are added to the right ticket.