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How do I read and answer the office's messages?

Messages from the website, email and the customer portal: how to read them, how to reply and what you can do from one.

On this page How do I organise conversations with labels? How do I reply? What does «New» mean? What can I do from a message?

ErgoMail (the icon in the top bar, or Applications › ErgoMail) gathers whatever is written to the office through three channels: the website's form, email and the customer portal.

FilterWhat it holds
New · Awaiting replyAnything unread or waiting for an answer
Assigned to meWhat has been given to you
Replied · Archived · SpamWhat is done, put away, or not meant for you

The left-hand column starts with Mailboxes: Office email and, if you have one, My email; each box has its own list. ErgoWeb's forms and the customer portal have a section of their own, From the website & portal, in the office email only: they do not appear under New or All. The number in the top bar and on Home counts them together with the emails and takes you to them.

How do I organise conversations with labels?

Each box has its own Labels, in the left-hand column: pressing one shows only its conversations, and pressing it again brings back all of them. You create and delete them under Edit labels, with a name and a colour; a label that is deleted leaves the conversations, which stay. In an open conversation, the label icon beside its status puts a label on or takes it off. The office email's labels are shared by everyone who sees it; the labels of your own email are yours alone.

How do I reply?

A reply to an email goes out from the address of the conversation's box and can carry up to five files: inside the message those that fit, the rest as links with a lifetime. The files come from From ErgoCloud or From the computer; a file from the computer waits on your draft — only you see it — and with the sending it becomes the email's file; if the email is not sent within a day, it is deleted. A reply to a portal conversation stays in the portal, without files. New message writes to one recipient — a customer, a partner or an address. The office's emails have a daily limit, which starts again at midnight on the office's clock.

In Cc of an email reply or a new message you add more addresses, separated by commas. Quote puts the last email that came in under your reply, quoted. Forward, under an email that came in, opens a new message with its subject, its text and its attachments. What you write is kept as a draft — one reply per conversation and one new message per box, for you alone — and is waiting when you come back; it goes when it is sent or with Discard draft.

What does «New» mean?

«New» is what you have not opened since its last email; when someone else in the office opens it, it stays new for you. A new email in the conversation makes it new again, while a conversation that was answered or archived is new for no one. The count in the top bar and the Home page's Unread messages card count the same way.

The Not opened by anyone figure above the list counts what nobody has opened yet in the box you are looking at; all the figures above the list are about that box. Inside the conversation, small lines show who opened it, who replied and who it was assigned to.

What can I do from a message?

ActionNeeds
New offer from the message · a new version of an offer · saving the attachments to the project's filesthe projects permission
A new customer from the senderthe contacts permission
An appointment from the messagethe appointments permission

Saving an attachment into the project's files makes no copy: the same file also shows in the project, marked From email, and counts once in the space. Whoever sees the project's content opens the file — not the email. Remove from the project takes the file out of the project only.

How the office's email works — the address, attachments, unwanted mail, emails that were not delivered — is in the article How does the office's email work?.

ErgoMail — emails, and messages from the website and from the portal — is seen by whoever holds the View office messages permission; answering also takes Answer and manage office messages:

PermissionOffice OwnerOffice administratorProject managerTechnical staffSecretariatAccountingWebsite manager
View office messagesyesyesyesnoyesnoyes
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