Folders in Mail module – how to organize correspondence
In Sugester, you can create your own folders to better categorize incoming messages (e.g., by types of requests or specific clients). Folders help maintain order in the main Inbox and facilitate team collaboration.
Where to find Folders?
You can access folders and their configuration in two ways:
- From the sidebar: In the Mail module, on the left side under the main inboxes, there is a section called Folders. You can expand it to see all your folders.
- From the modules menu: Click the four-dot icon in the upper right corner, and then in the Mail section, directly select the Folders link.
How to create and configure a new folder?
To add a new folder to your inbox:
- Go to the list of folders (4 dots -> Mail -> Folders).
- Click the Create folder button in the upper left or right corner.
- Fill out the add form:
- Name: Enter the name of the folder (e.g., “Complaints” or “Orders”).
- Description: You can add a brief note about the purpose of the folder.
- Responsible: Specify a particular employee to whom emails landing in this folder should be assigned by default.
- Department: You can restrict the visibility of the folder to selected groups of employees.
- Hidden: Check this if the folder should only be visible to users with administrator privileges.
Working with folders:
- Automation (Filters): The most effective way is to set up Filters that automatically sort messages (e.g., all emails with the word “invoice” in the subject will go directly to the “Accounting” folder).
- Manual moving: You can use the “Move to” option while viewing an email (just select the email and choose the folder from the top bar).
- Visibility: In the list of folders, you can see the number of unread messages and the person responsible for that area.
Tip: If you use folders to handle specific processes, it is worth assigning a permanent responsible person in the folder settings. This way, every email that lands there will immediately appear in the Inbox of the appropriate employee.