Your mailbox in Standards

The problem with an ordinary mailbox is not receiving messages. It is that those messages live far from the cases they belong to.

You read an email about a client, you open your CRM in another tab, you retype, you attach the file by hand. Three times an hour.

Your messages are in your workspace

Once your mailbox is connected, your messages are workspace data in the same way your records are. They are searchable with everything else, and your agents read them without you having to forward anything.

The emails tab on a record

This is the move that changes the day to day. A client record can carry an emails tab that shows only the exchanges concerning it.

You open the case, you see the conversation. No hunting through the main mailbox, no second tab, no copy and paste.

The tab is set up like the other tabs of a record: your technical team, or you in architect mode, decide to add it, and on which objects.

What your agents do with it

An agent with access to your mailbox can find an exchange, summarise the thread and pull out the information that feeds a case.

As everywhere else, it works under its own identity and its own rights, which are not necessarily yours.

What is not there yet

So the following are not available:

• Sending, replying and forwarding.
• Drafts, with or without attachments.
• Archiving and moving to trash.
• Managing the folders of the mailbox.

These gaps are known and tracked. In the meantime, your usual mail client stays the place for those actions.