Emails

From MintHCM Wiki

Emails
Name: Emails
Tech Name: Emails
Class Name: Emails
Type: Standard
Template: Security_groups, Assignable, Basic
Custom Module: No
Auditable: Yes
Importable: No
Reportable: Yes
Hide module on Main Page: No

Short Description

The "Emails" module is designed to enhance and simplify email management within an organization. Its primary objective is to offer users a swift and efficient means to oversee their email correspondence while also serving as a comprehensive email repository. By presenting a concise presentation of email threads and pertinent message records, it empowers users to remain well-informed and current with their email communications.


Screens
  1. MintHCM - Email - detalView.png


Business Description

Overview

The 'Email' module is a important component of the system, designed to enhance communication and streamline correspondence management within an organization.Its primary purpose is to facilitate the creation, organization, and monitoring of email communications.

Within the 'Email' module, users can efficiently compose, send, receive, and organize emails. It serves as a centralized platform for managing both internal and external correspondence, fostering effective communication among team members and external contacts.

The 'Email' module incorporates a versatile feature known as the Activity subpanel, integrated into most other modules (e.g., Contacts, Customers, Tasks). This subpanel empowers users to create and send emails directly from within those modules, simplifying the communication process. It enables the seamless integration of email correspondence with other aspects of the organization, ensuring that communication is effectively intertwined with customer interactions, task management, and more. Furthermore, once an email is sent, it is automatically logged in the History subpanel, creating a comprehensive email history. This feature allows users to easily track and reference past email communications.

Fields

The Email module is comprised of multiple fields, each meticulously crafted with a distinct purpose in mind, serving to capture and organize essential email-related information. Here is a detailed explanation of each field:

Subject The brief description or title of the email.
Body The main content and message of the email.
Status Status: The current state or status of the email (e.g., Draft, Sent, Received).
Date Created The date and time when the email was initially created.
Date Modified The date and time when the email was last edited or modified.
Related to Related to: The entity or context to which the email is related (e.g., a Contact, Customer, or Task).
Category The categorization or labeling of the email for easy reference.
From The sender's email address or name.
To The recipient's email address or name.
Cc The carbon copy recipients of the email.
Bcc The blind carbon copy recipients of the email.
Assigned User The user responsible for managing or handling the email.

Note: Fields marked with an asterisk are required. Saving the record without providing input to them beforehand won't be possible.

Relations

The Email module establishes relationships with several other modules within the system, allowing for seamless integration and efficient management of the recruitment process. These related modules include:

The 'Email' module plays a helpful role within the system by facilitating seamless communication and correspondence management. It forms essential connections with both the 'Candidates' and 'Project' modules.

In the context of the 'Candidates' module, the 'Email' module allows for the relation of email communications directly with candidate interactions. This means that recruiters and hiring teams can effortlessly send, receive, and archive emails related to specific candidates. It streamlines the recruitment process, ensuring that all communication with candidates is organized and easily accessible within the candidate's profile.

Similarly, the 'Email' module establishes crucial ties with the 'Project' module. It enables project teams to communicate effectively through emails related to project tasks, updates, and discussions. By centralizing email communication within the 'Project' module, teams can easily track project-related correspondence and maintain a comprehensive project history. This relation enhances collaboration, ensures that project-related emails are readily available to team members, and contributes to project management efficiency.

Role in the Hiring Process

The system's 'Email' module plays a central role in optimizing the Hiring Process. It acts as a communication hub, streamlining interactions between recruiters, hiring managers, and prospective candidates.

Within the hiring context, this module enables recruiters to efficiently manage email correspondence related to job postings, interview scheduling, and candidate evaluations. It ensures that information and updates are readily accessible, fostering better coordination among team members involved in the recruitment process.

The 'Email' module helps in preserving a comprehensive history of all hiring-related email exchanges, which can be invaluable for reference and compliance purposes. This feature enhances transparency and accountability in the hiring process.

Custom Actions

Processes

Related Processes

Related Process Steps

Process Step Title Short Description
Administration Guide Email Settings Manage outbound and inbound emails. The email settings must be configured in order to enable users to send out email and newsletter campaigns.

Related Features

Affected by

Initiating

Related Integrations


Structure

Fields


Name Type Required Validations Visible Editable
Assigned to relate No Yes Yes
Category enum No Yes Yes
Created By relate No Yes No
Date Created datetime No Yes No
Date Modified datetime No Yes No
Date Sent/Received datetime No Yes Yes
Email Status enum No Yes Yes
Email Template relate No Yes Yes
Flagged bool No Yes Yes
Has Attachments function No Yes Yes
IMAP Keywords varchar No Yes Yes
Indicator function No Yes Yes
Intent varchar No Yes Yes
Last Synchronised datetime No Yes Yes
Message ID varchar No Yes Yes
Modified By Name relate No Yes No
Opt In function No Yes Yes
Orphaned bool No Yes Yes
Parent Type varchar No Yes Yes
Related To parent No Yes Yes
Reply To Status bool No Yes Yes
Subject function No Yes Yes
Subject name No Yes Yes
Type enum No Yes Yes
bcc_addrs_names varchar No Yes Yes
cc_addrs_names varchar No Yes Yes
description text No Yes Yes
description_html emailbody No Yes Yes
raw_source varchar No Yes Yes
reply_to_addr varchar No Yes Yes
to_addrs_names varchar No Yes Yes

Relationships

LaftTypeRightShort DescriptionRelationship
Candidatesmany-to-manyEmailsMany Candidate records can be related to many Email recordsRelationship: Candidates - Emails
Emailsone-to-manyMeetingsOne Email record can have many related Meeting records, but a specific Meeting record can be related to only one Email record.Relationship: Emails - Meetings
Emailsone-to-manyNotesOne Email record can have many related Note records, but a specific Note record can be related to only one Email record.Relationship: Emails - Notes
Projectone-to-manyEmailsFlex relate used in ProjectRelationship: Project - Emails
Project Tasksone-to-manyEmailsFlex relate used in Project TaskRelationship: ProjectTask - Emails
Usersone-to-manyEmailsSpecific Sugar user can modify many account records, but specific account record last modification was performed by specific user.Relationship: Users - Emails
Usersone-to-manyEmailsSpecific Sugar user can create many account records, but specific account record can be created by only one user.Relationship: Users - Emails
Usersone-to-manyEmailsSpecific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.Relationship: Users - Emails

Mentioned in other articles


Technical Description

Dev Notes