Qasper

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Email - Clearing uncleared emails
On your Home page, you may see some emails your uncleared email basket. 

The latter should be cleared, typically by doing a lookup to locate the contact, then updating the contact profile so that it includes the contact's email address (then save the update). You can then refresh the uncleared list and emails to that contact will have moved to the Activities folder. 

Basics: 

The Uncleared email list gives you the opportunity to ensure email addresses are in your Contact database. It also is a quick way to add new Contact profiles. 

1. From the Home page, click the folder icon beside the 'email import(s) requiring clearing'

2. When the display shows, click [Refresh email clearing list].

3. Click 'Select' beside a target email.

4. Click [Locate] in the bottom left 'Assign email owner' area.

5. Qasper will try to figure out something to search on, but you may have to change the search criteria.

6. If you cannot locate a contact, consider clicking [New] in the Contact list view. Qasper will start a new record with as much info. in it as possible.

7. After creating and saving the new contact or locating the existing contact, ensure the email address of the uncleared email is in one of the email areas on the Contact's profile (you may have to copy/paste it in) then click [OK, use this contact] in the top area of the contact profile.

8. Qasper will then save the contact info. in the bottom left area of the clearing list. Click [Save] to clear the email item.

If there are more than one email for that contact, click [Refresh email clearing list] and all the instances will be assigned. 

You can also use the [Open/close the bulk window] to apply clearing actions to groups of emails.

Other email references: click here