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Email

Email module, message handling, and CRM links

The email module allows you to read and write emails and link important communications to Hanna records.

Last updated 13 days ago

Email module

Open Email from the main menu. Select a folder on the left and an email from the list. If your profile's email settings open instead of the inbox, first connect your mailbox or contact the administrator. Emails, folders, and statuses are synchronized with the mail server.

If you do not see the feature

Check the menu location. If an item or action is not displayed, ask the administrator to check your plan and enabled features. This note applies to the entire "Email" section.

Writing and managing emails

Select Compose and specify the recipient, subject, body, and attachments. Expand the CC and BCC fields within the recipient line. When viewing an email, use Reply, Reply All, or Forward. Search, tags, read status, and folders help manage emails; save unfinished emails to Drafts.

Linking an email to CRM

You can link an open email to a Contact, Company, Project, or Opportunity. It can also be used to create Task, Lead, Contact, or Opportunity. The system suggests data for the sender, subject, and content, but please verify the link, the team member responsible, and the description before saving.

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