Emails on Trade Trak
Trade Trak allows you to set up a custom email address, receive emails straight to the app, and assign them to jobs.
1) Accessing Email Settings
To access email settings, click on your icon or name in the top right corner on the navigation bar, select ‘Company Settings’ from the drop-down menu, and then select ‘Email Settings’.
2) Email Templates
These settings are for configuring the automated app emails that are sent out for notifications.
The fields are:
- Header HTML code - Enter HTML or plain text here to automatically add it to the top of all branded emails sent from the app
- Footer HTML code - Enter HTML or plain text here to automatically add it to the bottom of all branded emails sent from the app.
3) Outbound Email Settings
Under 'Outbound Email Settings' you will see a checkbox. Tick this box if you would like links to Trade Trak sent in outgoing emails to automatically log the user who receives the email in to Trade Trak.
Click ‘Save’ at the bottom of ‘Other’ settings to save the changes.
4) Custom Email Addresses
Trade Trak will set a default email address for your company, although this is easily changed. Under email settings, there is a text box next to ‘Inbound Email Address’ where your default email will be shown. You can change this to whatever suits your company, as long as ‘@ttrak.co’ remains the same.
Click ‘Save’ at the bottom of ‘Other’ settings to save the changes.
5) Email Whitelist
You can also allow users outside of the company to send emails to your custom address. Add email addresses to the whitelist box. You can separate them either by commas or by entering them on different lines.
Click ‘Save’ at the bottom of ‘Other’ settings to save the changes.
6) Forwarding Emails
In email settings, you will notice a checkbox underneath the Email Whitelist text box. Tick this box to allow all company users to send emails to the set address without having to add them to the whitelist.
Click ‘Save’ at the bottom of ‘Other’ settings to save the changes.
7) Accessing Your Inbox
To access your email inbox on Trade Trak, click your icon or name in the top right corner of the navigation bar, and select ‘Inbox’ from the drop-down menu.
8) Viewing Your Inbox
Your inbox shows an overview of the emails you have received to your custom address. Shown is the status of the email, the date it was received, an email preview (which can be expanded to the full email by clicking on the title), the sender and you can also see an image preview if there were any attachments.
You can search for an email using keywords in the search bar, or filter by status.
9) Assign to Job
On the Inbox page, you are also able to assign an email to a job. Find the email that you need to assign, and on the right side, there is an ‘assign’ button which will prompt a drop-down menu. Select from the list which job you would like to assign the email to.
It will then be moved from your inbox and assigned to the job as a note.
10) Assigned Emails
To view assigned emails in your inbox again, you need to filter the results. Click the filter button, change the status from 'Awaiting' to 'Assigned', and your email will appear here. From here you can also edit which job the email is to be assigned to.