Top Producer^® 8i CRM: Organizing Your Email Inbox

If you want to further organize your emails you can create personal folders from within your Email Inbox.

From the main menu, hover over the Email menu and click Inbox.

To create a personal folder:

1. On the left hand side of the inbox, click the Add link beside Personal Folders.

   

2. A text box will appear after clicking the Add link. Type in the name of your folder and press the Enter key on your keyboard.

   

3. The new folder is saved and now appears on the left hand side under Personal Folders.

   

   Note: Once a folder is created, you can rename the folder by clicking the Rename link or you can delete the folder by clicking on the Delete link. The Rename and Delete links are located to the right of the folder name.

Moving Emails from One Folder to Another

The Inbox enables you to move emails from one folder to another. This can be useful if you’ve created personal folders and would like to organize your sent or received emails by recipient, sender, or a category, such as listing or closing correspondences.

To move an individual email between folders follow the steps below.

1. Click on a folder name to view a list of the email contents. After clicking on the folder name, the emails in this folder will be displayed in the center of the screen.
2. Click on the email you want to move. It will appear in the preview area below.

3. At the top of the inbox, Click the Move to link and choose the desired folder from the menu that appears, or drag and drop the email to the desired folder on the left.

   

To move multiple emails at once:

1. Click on a folder name to view a list of the email contents. After clicking on the folder name, the emails in this folder will be displayed in the center of the screen.

2. Place a check mark next to the emails you’d like to move.

   

3. At the top of the Inbox, click the Move to link and choose the desired folder from the menu that appears, or drag and drop the email to the desired folder on the left.

Copying Emails

You can create a copy of an email(s), which will allow you to keep the original email in its current location and have a copy of the email in the folder you select.

To copy an individual email, follow the steps below.

1. Click on a folder name to view a list of the email contents. After clicking on the folder name, the emails in this folder will be displayed in the center of the screen.
2. Press the Ctrl key on your keyboard and keep it depressed while dragging and dropping the email to the desired folder, or highlight an email and use the Copy to link, located at the top of the inbox, and select the desired folder.

To copy multiple emails at once:

1. Click on a folder name to view a list of the email contents. After clicking on the folder name, the emails in this folder will be displayed in the center of the screen.
2. Press the Ctrlstrong> key on your keyboard and keep it depressed while dragging and dropping the emails to the desired folder, or click the Copy to link, located at the top of the inbox, and choose the desired folder.

Log in to organize your inbox.