Home › Communications › Email

Email

Applies to: 0.1.1-Phase1B · Permission:

Overview

Use connected mailboxes to read, send, and manage customer email in OneSuite.

Requirements

Email access and a connected mailbox.

Step-by-Step Instructions

  1. Open Email
  2. Select a mailbox
  3. Review messages
  4. Open a message
  5. Reply or compose where available
  6. Use related CRM history.

Screenshots

Screenshots for this article are managed from production OneSuite captures and appear here when attached.

Tips & Best Practices

Use signatures and templates to keep communication consistent.

Troubleshooting

If email does not load, check mailbox connection and refresh status.

Related Articles

Last Updated: July 7, 2026