Mail Status settings

Mail Status settings tab in the User Preferences

Assigning status

Setting

Explanation

Automatically assign the status of mail I received as a Cc:

Use this option to automatically assign a status value to incoming mail you receive as a Cc.

Automatically assign the status of mail I received as a Bcc:

Use this option to automatically assign a status value to incoming mail you receive as a Bcc.

Closing out mail

Setting

Explanation

Automatically close out mail:

  • When the originator closes it out.

  • When another company recipient closes it out.

Use this option to enable mail to be automatically closed out by either the originator or a company recipient.

Displaying mail status

Setting

Explanation

Allow the sender to see the status of the mail in my inbox.

Use this option to allow the sender to see the status of the mail in your inbox.

Displaying the following mail status statistics on my Dashboard.

Use this option to select the mail status statistics you want shown on your Dashboard.

Automatic mail reminders

Setting

Explanation

Automatically send me a reminder for mail at the following status:

Use this option to receive a reminder for mail with a specific status, such as In Progress.

Send a reminder every _ business day(s).

Use this option to set how often you want to receive reminders.

Include (regardless of status) mail:
a) Which I have not responded to.
b) For which the response is overdue.

Use this option to set whether you want to be reminded of all mail or only mail where the response is overdue.