All the emails and information are managed under the emails section of Jim Maurer’s CRM main application screen.

Add CRM New Email

Jim Maurer’s CRM records a email for three parent types only i.e., case, opportunity or task. Hence a email sent to either case or opportunity or task can be recorded and viewed. To add a email users should,

  1. Click on the "Add email" link on the sub navigation bar placed below the main navigation bar.
  2. The add CRM email form is displayed.
  3. Fill up add email form being displayed and submit it.
  4. The notification is displayed.

Edit/Delete CRM Email

Administrators can edit/delete any CRM email where as general users can edit/delete emails assigned to them only. To edit/delete an email users should,

  1. Click on the parent type (cases, opportunities or tasks) link on the main navigation bar whose email is to be edited or deleted.
  2. The pages with the parent type (cases, opportunities or tasks) listing is displayed which is sorted alphabetically in order of parent type name.
  3. The list can be filtered with the help of search.
  4. Users should select the particular name of the parent type (cases, opportunities or tasks) whose email is to be edited or deleted.
  5. Click on the "View emails" link placed below the detail of the parent type.
  6. The pages with the CRM emails listing is displayed which is sorted alphabetically in order of email subject.
  7. Users should select the particular email to edit/delete with the help of radio button displayed along with the record.
  8. Edit or Delete button should be pressed as required.
  9. The email is deleted after the confirmation from the user.
  10. For edit, an edit form is displayed where users can change any information required.
  11. The form should be submitted by clicking on Edit button.
  12. The notification is displayed.

View CRM Email Details

Administrators can view any email where as general users can view emails assigned to them only. To view an email users should,

  1. Click on the parent type (cases, opportunities or tasks) link on the main navigation bar whose email is to be viewed.
  2. The pages with the CRM parent type (cases, opportunities or tasks) listing is displayed which is sorted alphabetically in order of parent type name.
  3. The list can be filtered with the help of search.
  4. Users should select the particular name of the parent type (cases, opportunities or tasks) whose email is to be viewed.
  5. Click on the "View emails" link placed below the detail of the parent type.
  6. The pages with the emails listing is displayed which is sorted alphabetically in order of email subject.
  7. Users should select the particular email to view by clicking on the link on email’s name.
  8. The email detail is displayed.

Next: CRM Meeting Module