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Add New Folders
The system Inbox allows you to add folders to help organize your incoming messages. To add a new folder, type in the name of the new folder and click on the + icon.
Move an Inbox Message to a Specific Folder
- Enter a checkmark in the box next to the message.
- Select the appropriate folder from the "Move to" drop-down box.
Search for Clients or Keywords
Enter the client name or search term in Search Messages under OTHER ACTIONS and click the magnifying glass. All messages with that search term or name will be displayed. Simply click on the message and it will be displayed below.
Delete Folders
Click on "Select a folder to delete" and select the appropriate folder. Click on the trash icon to permanently delete the folder.