Email Inbox

The Email Inbox in YousrERP displays emails received by the configured email accounts. This allows you to view and manage customer or supplier communications directly within the system.

Setting Up Email Inbox

Before using the Email Inbox, you need to:

1. Configure an Email Account with incoming (IMAP/POP3) settings.
2. Enable Enable Incoming on the email account.
3. Set the sync frequency for incoming emails.

Features

• View Incoming Emails: See all emails received by your configured accounts.
• Link to Documents: Associate an email with a specific Customer, Supplier, Lead, or Transaction.
• Create Records from Email: Create Leads, Issues, or other records directly from incoming emails.
• Reply: Respond to emails directly from within YousrERP.
• Search and Filter: Find emails by sender, subject, date, or linked document.

Email Sync

Emails are synced based on the frequency set in your Email Account configuration. You can also manually trigger a sync to pull in new emails immediately.

Best Practices

• Use a dedicated email address for business communications (e.g., sales@yourcompany.com).
• Regularly clean up and organize linked emails.
• Train your team to link emails to relevant documents for better traceability.