Mail Box

Mail box contains all emails sent and received by the application. You can use this mail box irrespective of the type of email service configured (native service or third-party) in the mail server settings.

To access the mail box, go to Setup > Mail Settings > Mail Box.

Role Required: SDAdmin

Inbox

All inbound emails are first received in the Inbox. Once processed, the emails will be moved to Trash automatically. If the processing fails, the emails will be retained in the Inbox. You can perform the following actions under this tab:

Delete emails: To delete emails from the inbox, select the emails, click Delete Mail, and confirm your action.
Process emails as requests: To initiate processing emails as requests/conversations manually, select the emails, and click Process Mail.

Sent

Under this tab, you can access all outbound emails. You can also delete emails. To do this, select the emails, click Delete Mail, and confirm your action.

Trash

Trash holds both processed emails and all deleted emails. You can also process emails in Trash as requests/conversations. To do this, select the emails, and click Process Mail.

Filtered

Under this section, you can view all emails that have been filtered by custom mail filter criteria and emails that have been blocked by the Incoming Settings in Mail Server Settings.

You can perform the following actions on the filtered emails:

Delete emails: To delete emails, select them, click Delete Mail, and confirm your action.
Process emails as requests: To process emails as requests/conversations, select the emails using the check boxes and click Process Mail.

Before processing filtered emails, ensure you update the mail filter conditions to avoid re-filtering the processed emails.

You can manage filter criteria under Setup > Mail Settings > Mail Filter.

Spam

Here, you can access all emails marked as spam by the spam identification algorithm used by the native email service. You can also perform the following actions:

Delete emails: To delete emails from spam, select the emails, click Delete Mail, and confirm your action.
Process emails as requests: To process emails as requests/conversations, select the emails, and click Process Mail. Processed emails will be moved to Trash automatically.
Mark as not spam: To mark as not spam, select the emails, and click Mark as not spam.

Emails older than 30 days in the Spam tab will be deleted automatically.