After losing thousands of personal emails to a corrupt Outlook file years ago, I vowed to take steps to avoid that pain by moving my personal and business email over to BuildIT. I've written before on the benefits of BuildIT email.
Years later, I have access to a long history of email correspondence. Easy to access, and confidence knowing my email is backed up regularly and available wherever I have an Internet connected computer.
In an effort to continue to improve our system features and performance, we've made some improvements to BuildIT email:
1. Click the email tab, and you'll see a new "date range:" in the lower left menu - the default is set to "current (1 year)".
2. This "current" value can be adjusted in the email preferences page. Set it to what you consider to be "current".
3. In the left menu, choose the year to search or display emails for only the selected time period.
TIPS:
1. When doing a search on email, ensure you have the correct job selected in the yellow job picklist. This will narrow the search to just those emails that are assigned to that job. Search results will display lightning fast.
2. For those of you with dozens/hundreds of spam/marketing emails, it only takes a few minutes to select and delete those. Again, the fewer emails you have saved, the quicker your pages will display and the shorter your search times will be.
3. If you have dozens/hundreds of unread emails, you can quickly change them to "READ" by using the top right yellow "do this" drop down menu option to "set checked to READ".
4. Looking for a particular file that someone emailed you? Just click the "files" tab, then in the top left, click "file association:email attachments" and search for the file. Great way to get to file quickly, and see the history on that file (who sent it, when, how big the file is, etc.).
NOTE:
Customers with 10K + emails: if you are not in the habit of assigning your emails to jobs (e.g. they remain "unfiled"), and you have ALL JOBS selected in the yellow job picklist, and you launch a search for a particular email, the system has to search ALL records to find that email. For some customers, this will take seconds. Search times over 15 seconds can be frustrating.
Scott Hutchinson
scott@builditsystems.com
1 866 585 5050 ext 1