Shared department inboxes: emails forwarded to an inbox’s address show up here for the people assigned to it.
Included in the Growth and Full Platform plans. On the Core plan it shows in the sidebar with a lock.
Get Access to Email Inbox
Each inbox is visible only to the people assigned to it. Roles and permissions don’t grant access, admins included.
If you see “You’re not assigned to an email inbox”, ask an admin to add you under Settings → Integrations → Email Inboxes.
Read Forwarded Email
- 1Pick an inbox, then pick a conversation from the list.
- 2Use the search box to find a sender, subject or text, and the Unread and Has attachments filters to narrow the list.
- 3Images from the sender are hidden until you click Load images.
Attachments are scanned for viruses before you can open them.
When the original sender’s email address belongs to a customer, the conversation is linked to that customer.
Handle Voicemail
Voicemails that arrive in an inbox show who called and any customers who match the number or name.
- 1Click Link beside a matching customer, or search customers to link a different one.
- 2If the caller is new, click Add as new customer and enter their name. The caller becomes the new customer’s primary contact.
- 3Click Schedule work order to book a visit for the linked customer.
Future calls from the same number link to that customer automatically.
Delete Email Conversation
- 1Open the conversation.
- 2Click the delete (trash) button and confirm.
Create Email Inbox
Inboxes are created and assigned under Settings → Integrations → Email Inboxes. See the Settings guide for forwarding setup.