TOM-Mail: Processing single messages (incoming)

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Incoming e-mail can be automatically or manually assigned to clients, translators, contacts, offers and projects.

 

From a linked message you can navigate to the linked record (client etc.).

 

Linked messages are displayed in the linked records (client profile, project etc.)

 

TOM monitors incoming messages to find e-mail addresses in TOM that match the sender's address. This may be in clients, translators or general contacts, or their respective staff. If such a match is found TOM will create a link with that contact.
Projects and offers are linked automatically if the respective ID is found in the SUBJECT line.

 

Automatic saving of attachments in the project folder

If an offer or project is created from an incoming e-mail the setting made in User Settings >Project Management will decide whether attachments are automatically saved to a new folder.