> ## Knowledge Base Index
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> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Email Client

# Email Client

Manage your email communications directly within SWELLEnterprise.

## What is the Email Client?

The Email Client module lets you:
- **View Emails**: See emails in your inbox
- **Send Emails**: Compose and send emails
- **Organize**: Organize emails with folders/labels
- **Track**: Track email opens and engagement
- **Integrate**: Link emails to CRM records

## Setting Up Email

### Connect Email Account

1. Go to **Email** → **Settings**
2. Click **"Connect Email Account"**
3. Choose provider:
   - **Gmail**: OAuth connection
   - **Microsoft/Outlook**: OAuth connection
   - **IMAP/POP3**: Manual configuration
4. Authorize connection
5. Account connected

### IMAP/POP3 Configuration

For manual setup:
1. **Select Protocol**: IMAP (recommended) or POP3
2. **Enter Settings**:
   - **Server**: IMAP server address
   - **Port**: Usually 993 (IMAP SSL) or 143 (IMAP)
   - **Username**: Your email address
   - **Password**: Your email password or app password
3. **Test Connection**: Verify settings work
4. **Save**: Account connected

## Using the Email Client

### Viewing Emails

**Inbox:**
1. Go to **Email** → **Inbox**
2. See all emails
3. **Filter**: By sender, subject, date
4. **Search**: Search email content
5. **Sort**: By date, sender, subject

**Email List:**
- **Unread**: Bold unread emails
- **Read**: Normal text for read
- **Starred**: Important emails marked
- **Attachments**: Paperclip icon for attachments

### Reading Emails

1. **Click Email**: Open from list
2. **View Content**: See full email
3. **View Attachments**: Download if attached
4. **See Thread**: View conversation thread
5. **Reply/Forward**: Take action

### Composing Emails

**New Email:**
1. Click **"Compose"** or **"New Email"**
2. **To**: Enter recipient email
3. **Subject**: Email subject
4. **Body**: Compose message
5. **Attachments**: Add files if needed
6. **Send**: Send email

**From Record:**
- Compose from contact/company record
- Email address auto-filled
- Context included
- Link email to record

### Replying to Emails

1. **Open Email**: Click email
2. **Click "Reply"**: Reply button
3. **Compose**: Type response
4. **Send**: Reply sent
5. **Threaded**: Reply appears in thread

## Email Organization

### Folders/Labels

Organize emails:
- **Inbox**: New emails
- **Sent**: Sent emails
- **Drafts**: Saved drafts
- **Trash**: Deleted emails
- **Custom**: Create your own folders

### Marking as Read/Unread

- **Mark Read**: Click to mark as read
- **Mark Unread**: Mark to keep as unread
- **Bulk Actions**: Mark multiple at once

### Starring Emails

Mark important emails:
1. **Click Star**: Star icon on email
2. **Email Starred**: Marked as important
3. **Filter Starred**: View only starred emails
4. **Unstar**: Click again to remove star

## Email Integration

### Linking to CRM

Link emails to records:
1. **Compose from Record**: Email from contact/company
2. **Auto-Link**: Email automatically linked
3. **View in Record**: See emails in contact/company record
4. **Track Communications**: Full communication history

### Email Tracking

Track email engagement:
- **Opens**: See when email opened
- **Clicks**: Track link clicks
- **Replies**: See reply status
- **Bounces**: Track delivery failures

## Best Practices

1. **Organize Regularly**: Keep inbox organized
2. **Link to Records**: Always link emails to CRM records
3. **Use Folders**: Organize with folders/labels
4. **Star Important**: Mark important emails
5. **Reply Promptly**: Respond to emails quickly
6. **Track Engagement**: Monitor open/click rates
7. **Archive Old**: Archive or delete old emails

## Troubleshooting

**Emails not loading?**
- Check email account connection
- Verify IMAP/POP3 settings
- Test connection
- Check internet connection

**Can't send email?**
- Check SMTP settings
- Verify email account
- Test email sending
- Check spam folder

**Emails not syncing?**
- Check sync frequency
- Manually refresh
- Reconnect account
- Check provider limits

For more help, see [Common Issues](../troubleshooting/common-issues.md).

## Next Steps

- [SMTP Settings](https://help.swellsystem.com/en/article/smtp-settings-173kxmm/) - Configure email sending
- [Email Marketing](https://help.swellsystem.com/en/article/email-marketing-1mu3pbq/) - Send campaigns
- [CRM Overview](https://help.swellsystem.com/en/article/crm-overview-11ilr42/) - Link emails to contacts