Ideas on how to create & manage email queues

Table of Contents:

1. Email Views Guide

2. How to view wider circulated emails

3. To-do/flagged as important list

4. Activate an auto-tagging

5. How to create job tags & shortcuts

6. Zero inbox Tab & only view unread emails

How to create tailored email views

The Shipfix Platform enables you to organise your email into various queues using tabs. This allows you to focus a tab on emails of a certain category. For example, you may want to focus a tab on all emails corresponding to a particular

• Ship

• To all tonnage or order related emails from specific areas

• For specific accounts

• Or focus on all your preferred fertiliser traders 

Follow these steps to create a tab view:

1. Create a new tab by clicking on '+' (plus) icon

2. Name and bookmark this tab

3. Using the filters panel, search for specific vessels via tags or specific email types (Tonnage, Orders etc.)

Open

How to view wider circulated emails that are related to the current orders or tonnage  

You may set certain parameters to view specific size vessels open in certain areas. However, you may not want to select the first result that fits your parameters.

Instead, you wish to understand who else has circulated the same information and potentially select a company or broker that you have a relationship with or just go with a different circular. 

1. Open an email you wish to see circulars for

2. Click or circulars icon on the left panel

3. Click on the emails section

Open

How to create a to-do/flagged as important list

You may need to create a view for important emails or create and manage a workload.
First you have to flag the emails you wish to see in 'To Do' tab:

1. Bulk Select (S) emails

2. Flag them as important - '+' on your keyboard

Then:

1. Create a new tab

2. Name it and bookmark it (To Do or whatever you prefer)

3. Filter via 'Teamwork' filter - 'Flagged' and your name

Activate an auto-tagging

You can now activate auto-tagging for vessels and jobs/voyages in Shipfix.

Note: Only an admin or manager users have permission to access this setting

1. Open settings by clicking on profile icon

2. Access 'Workspace' section

3. Click on 'Features & Permissions'

4. Switch on Auto-tagging

How to create job tags & shortcuts 

How to create jobs

1. Navigate to Jobs

2. Click on '+' icon

3. Fill out information

How to create shortcuts

1. Look for 'Shortcuts' section on the left panel of Shipfix

2. Click on '+' icon

3. Choose a tag you want to pin 

 How to create a zero inbox Tab & only view unread e-mail

You may work in an environment where you receive hundreds or even thousands of emails each day.
You may not read all the emails each day. However, you need to understand what you have remaining and what has come in as new. 

How to filter by unread emails

• From filters panel toggle on 'Marked as Unread'

How to change counter display to show only new emails

1. Go to your settings

2. Click on 'Email'

3. Navigate to 'Counter Display'

4. Select 'New Emails only'