*New* CRM Mail Coming Soon

As part of our new Email Syncing feature, we have upgraded what was previously known as Messages to Mail. In addition to a refreshed look and feel, the Mail area now includes enhanced functionality designed to improve communication and streamline workflows. 

To access CRM mail you need to have CRM turned on and then to select from the mail options below depending on your preferences.   

Enquiry Mail - manage my enquiry mail

Delete enquiry mail - delete your own enquiry mail (this only deletes the record from Rave we cannot recall sent emails)

Others Enquiry mail - Manage Enquiry mail of all users

Delete other Enquiry mail - delete Enquiry mail created by other users (this only deletes the record from Rave we cannot recall sent emails) 

There is also a new mail template feature. By default all users will have access to manage their own mail templates with the mail permission turned on

Branch Mail Templates - Manage branch level/shared mail templates *both CRM and Project Mail

Other Users Mail Templates - manage other users mail templates *both CRM and Project Mail.

From the Enquiry screen, you will see the Mail tab along the top row.

Select Mail to open the Enquiry Mail section.

From here you can:

• View All Mail created on this enquiry between branch staff and/or the client(s).

• Search for content within your mail
  

• Create a new mail

• View any existing mail by selecting it

Sending New Mail

Click ‘New Mail’. Fill in:

• Load from template: You can choose to create mail from pre created templates by selecting one from the drop down or skip this and create a new mail from scratch. 

• To: Populates from the enquiry list including clients and staff. Select individually or Select All

• Subject: A subject line for your recipients to know the content of your mail 

• Category: None, preset categories, or Other.

• Mail Body: Compose and format mail.

• Visible to others: If you want the mail to be visible only to the creator and the selected participants, you can uncheck “Visible to Others.” This will hide the mail from everyone who is not part of the thread, regardless of their mail permissions. 

• Attachments: Upload files/images

• Also send as email: this will send a copy of this internal mail to the participants external email

Required fields: To, Subject, Category, Mail Body. Click Send once complete.

Saving & Using Mail Templates

To save a new template start a new mail, compose all your content, attachments etc, the Save as Template button will appear to the bottom of the page. Click Save as Template. Depending on your permission you'll have either Save as my Template or Save as Branch Template. Choose which one and press Save. 

Saving Mail as Draft

If you don't have time to finish a mail message or want to come back to it later you can click Save as Draft. Your mail will then sit under the drafts section for you to pick up when you are ready. 

Receiving & Commenting on Mail

New mail appears at the top of the Mail tab inside the Enquiry.  New comments are flagged with a red Has Comments tag beside the mail details on the list page. To comment: click on the mail, add comment, attachments, chose to notify sender and recipients and then click Save.

Forwarding Mail

From within a mail/message you can choose to forward the content to someone not in the original thread. Select Forward which brings up the mail thread for you to choose the new recipient, choose if it should be internal mail only or also external email and then press Send. 

Recipients

From within a mail/message you can choose to add new Participants to an existing mail thread. Select recipients and choose from the drop down menu. Tick the Email New Recipients button and press add. You can only add recipients to mail you have sent. 

Deleting Mail

From within a mail/message with permission you can Delete the mail from Rave. This does not recall external email copies only deletes the record from Rave.  Note you can also Delete mail from the main list by hovering over the date column for the delete icon to appear.