My Mail

The My Mail module within the Communications section allows users to connect their email accounts directly to the CRM. It enables users to take specific, CRM-relevant actions from emails — such as creating contacts, enquiries, requests, or logging contextual notes — ensuring no communication is missed or disconnected from ongoing business activities.

Enabling the My Mail Feature

Before using My Mail, the Mail Client must be enabled in the system settings. Steps to enable:

Go to Settings.
Select the tab named Content.
Use the search field or scroll to find Mail Client.
Click the toggle for Edit Mode.
Ensure both Enabled and In Plan are switched on.
Wait briefly (1-3 minutes) and click the Refresh button to update the system view. Once completed, the My Mail section will be available within the Communications module.

Connecting Your Email Account

To begin using My Mail, you must authenticate your email provider. Steps to connect:

Navigate to the Communications module.
Select My Mail.
Click Manage Accounts….
Choose your email provider (e.g. Outlook, Gmail).
Follow the provider’s authentication process to complete setup. To add another email account:
Click the three-dot menu in the top right of the My Mail module.
Select Manage Accounts… to open the account management panel. All primary and secondary accounts will be listed here, and users can manage access accordingly by adding additional email and setting primary or secondary account as well as activating one.

Using the My Mail Inbox

Once connected, your inbox will display the latest incoming emails.

Scroll down to load older emails.
Use the search field to find specific messages.
Emails may display various status icons (explained below).
Question Mark- Unknown sender. Not recognised as a colleague or customer. Use "Add as EIIƎ Contact" in the action panel to add sender as a new customer/contact.
Person Icon: Verified internal EIIƎ user.
Handshake: Verified EIIƎ customer.
EIIƎ Logo: This email has linked CRM actions or related items.

Available Actions from Emails

Clicking an email opens a set of context-based CRM actions.

Add as EIIƎ Contact**

Allows the user to extract contact details from the email signature and add them into the CRM.

Once selected, wait up to 30 seconds for the pop-up card to appear.
The system will show extracted information on the left, powered by HAMI AI.
Note: Data is extracted only from the original sender's signature, not from forwarded emails or images. You will go through four steps:
Business Details: this section will include the business details if there were any picked using HAMI AI, alternatively those can be updated in this step.
Customer Profile: this section includes details about customer, such as status, websites, description etc. Those can be skipped or entered here.

Address: This section should display picked address if one was included in the email chain, see notes below

Contacts: This section is where the senders contact details will be displayed. Additional information can be added at this point or later on.

Notes: If the business already exists, the system will prompt to add the contact to an existing business. On the Address step, the user must choose to either skip or complete the address. The system expects an action here.

Add Enquiry

Allows the user to create an Enquiry record from the selected email.

The form will be auto-filled with email data (from the last message).
Mandatory fields must be completed manually if not present in the email. Note: It is possible to create an enquiry even if the email is not yet linked to a customer, but customer details must then be entered manually in the enquiry form.

Add to Story

Users can log a comment from the email, indicating that an action has been taken.

The email title is used as a reference.
The story comment can be linked to:
Customers
Enquiries
Proposals
Orders Selecting Other presents the user with a full list of available items to link.

Add Request

Used to generate internal or external requests tied to the context of the email.

You must select an entity (Customer, Enquiry, Proposal, or Order).
Without selecting an entity, the system will not allow the request to be submitted.