Mailbox¶

The Mailbox app gathers the internal messages of the database in a single three-pane screen — sidebar, message list, and preview — so that messages can be processed like in an email client, without opening each record one by one.

Note

The app is provided by the Mailbox (mailbox) module. It works on the messages already stored in the database, so nothing has to be imported.

Navigate the mailbox¶

Open Mailbox. The left sidebar groups the messages:

Inbox: the messages addressed to the user;
Marked: the messages flagged with a mark;
Channels and Direct Messages: the Discuss conversations;
Labels: the user’s own labels;
Lost messages: the messages whose record has been deleted or is no longer accessible.

Each entry shows the number of unread messages. The middle pane lists the messages of the selected section, with their subject, author, and date; selecting one opens it in the preview pane on the right, where the message, its attachments, and the thread it belongs to are displayed, and where it can be answered directly.

screenshot: productivity-mailbox-overview

menu: Mailbox
shows: The three-pane Mailbox screen with the sidebar (Inbox, Marked, Channels, Direct Messages, Labels, Lost messages), the message list in the middle and the selected message in the preview pane.
data: Demo company "YourCompany HU"; a few messages from sales orders and contacts.
module: mailbox
notes: English UI, light theme, 1440px width.

Work with messages¶

From the message list, several messages can be selected to act on them at once with the bulk toolbar: mark them as read or unread, apply a label, flag them with a mark, archive them, or delete them. Deletion is a soft delete: the message is hidden but kept, together with who deleted it and when.

The reply composer offers Send as e-mail to send the answer as an email instead of an internal message, and supports CC and BCC recipients.

Labels¶

Labels classify messages across records. Manage them in Mailbox ‣ Settings ‣ Labels: each label has a Name, a color, an optional Description, a Sequence, and, in a multi-company database, a Company. The list also shows the number of messages carrying the label.

Marks¶

Marks are personal flags, similar to the flags of an email client. Manage them in Mailbox ‣ Settings ‣ Marks, where each mark has a Name, a color, and an icon. A mark is applied per user, so two users can flag the same message differently.

Audit log¶

Mailbox ‣ Settings ‣ Audit Log records the actions performed on the messages (edition, deletion, restoration), with their author and date.

Access rights¶

The Mailbox category of the access rights gives a fine control over what a user may do:

User: Access Mailbox: open the app;
User: Edit Own Messages and Administrator: Edit Any Message;
User: Delete Own Messages and Administrator: Delete Any Message;
User: Move Messages and User: Manage Labels;
User: Lost Messages Visibility: see the messages whose record is gone;
User: Send as E-mail: answer by email from the mailbox;
Administrator: Mailbox: full access.