Tracking Incoming Email Communication in RBox – RBox

Summary
RBox integrates with a variety of email usage models to enable managing your email communications. This article explains how you can track all incoming email communication from candidates, clients and vendors in RBox.

1. Details
RBox’s communication tracking feature connects every incoming email with the related candidate, client or vendor; providing a complete communication history. The following scenarios of enable this communication tracking are discussed here:

Using Microsoft Outlook
Configuring an External Email Account in RBox

1.1 Integration via MS Outlook Addin
If you are using MS Outlook as your mail client, you can enable tracking of all your incoming and email communication using the TotalComm feature of RBox. RBox integrates with MS Outlook via the PSAN Outlook Add-in for tracking your incoming email.

The Outlook Add-in tracks all mail that you send to as well as receive from candidates and clients/vendors.

You can view all such tracked communications via the communication history icon provided next to candidate, clients etc. and also using the Communications module.

To learn how to enable the TotalComm feature refer to the following help article: Communication Tracking

1.2 Configuring an external email account in RBox
If you’re not using MS Outlook and want to still track your email communications from your existing email account in RBox then you can configure the email account directly in RBox’s Email Client.

The Email Client Tool enables you to use specialized email accounts for recruitment from within the system. It is a fully functional Email Client supporting standards based SMTP and POP3/IMAP email accounts in which you can configure email accounts hosted on your own mail server or services such as Go Daddy, Gmail, Yahoo accounts etc. directly.

The Email Client Tool comes with integrated resume parsing – it automatically extracts and stores resumes received in email in the database.

All email sent to and received from candidates, clients, vendors etc. via the Email Client are automatically tracked via the Communications module.

Similar to the Outlook Addin scenario described earlier, you can view all such tracked communications via the communication history icon provided next to candidate, clients etc. and also using the Communications module.

You can also share the email account with multiple users in your team.

To learn how to configure your email account in RBox, refer to the following help article:

Email Configuration

a. Feature Availability
The functionality of using external email accounts is available in the following RBox Editions only:

Professional Edition
Enterprise Edition

2. Related Resources