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View email messages

Audience:
person
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Version: 10.5
Some tooltip text!
• 3 minutes to read
 • 3 minutes to read

When you select an email in the inbox, a preview of the message appears on the right side of the screen. Double-clicking a message opens it in a separate window.

Email preview with message selected and actions available -screenshot

Preview pane

The preview shows the contents of the selected message, including recipients, attachments, and other details.

If the sender exists in SuperOffice CRM, you can hover over their name to view the contact card.

Show inline images

To display inline images in the preview pane:

  1. Click in the top bar and select Email options.
  2. Go to the General tab.
  3. Check the box Show inline images.
  4. Click OK to apply the setting.

Email options: General tab -screenshot

Open an attachment

Attachments are listed below the email header when a message is selected.

  1. Click the next to the attachment name.

  2. Select Preview to open the file directly in your browser.

    Browser behavior may vary depending on file type and settings. For example, PDFs might open in a new tab.

Tip

You can also choose Download to save the file, or Archive to store it as a document in SuperOffice CRM.

Mark emails as read or unread

Emails are not marked as read automatically unless you enable this setting.

Enable automatic marking

  1. Go to Personal settings > Email options > General.
  2. Select Mark as read in preview.
  3. Click OK.

Mark messages manually

  • To mark a single message:

    1. Select the message.
    2. Click and select Mark as read/unread.

    Task menu showing mark and move options - screenshot

  • To mark multiple messages:

    1. Ctrl+click (Windows) or Cmd+click (Mac) to select the messages you want to update.
    2. Use the Mark as read or Mark as unread buttons in the message pane.

    Move, mark, and delete options for multiple selected emails - screenshot

Move email to folder

You can move messages to other folders in your email account.

The list of folders comes from your email provider (for example, Outlook or Gmail). You cannot create, rename, or delete folders from inside SuperOffice CRM. To manage folders, open your email account directly.

Move a single email

  1. Select a message in the inbox.

  2. Click and select Move to folder.

  3. Choose the destination folder.

    Caution

    If a folder name is grayed out, it is not currently synchronized with your email account.

    To activate it, select the folder above the list of emails and click the Subscribe icon () in the lower-right corner. This ensures the email is moved correctly.

Move multiple emails

  1. Select the messages you want to move: Ctrl+click (Windows) or Cmd+click (Mac) to select multiple messages.
  2. Use the Move to folder button in the message pane.

Print an email

  1. Select a message in the inbox.
  2. Click and select Print selected email.
  3. The message opens in a browser preview window.
  4. Use your browser's Print option to print the message.

Related content

  • Manage senders
  • Receive invitations
  • Create task
  • Create request
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