Email, texts & calls
Every mailbox you work from in one place — your own, the ones shared with your position, the company's — with reply, forward, flag, archive, and attaching a conversation to an order.
- 2 min read
- Checked against MoveBoard
- For sales, dispatchers, owners & admins
On this page
Mail is a full email client for the mailboxes you work from — so you can answer email without leaving MoveBoard.
Whose mailboxes you see
- Yours — your own mailbox, once you've connected it (see Connect your email).
- Mailboxes shared with your position — for example a dispatch@ box shared with the Dispatcher position.
- Company — the company's mailbox, for admins and managers.
The mailboxes are listed down the left. A mailbox that can't be read says so; reconnect it and its mail comes back.
Read
- Pick a mailbox and Inbox or Sent.
- Press a conversation to open it. Search mail finds conversations; the filter button switches between Show only unread and Show every conversation.
- The circular arrow (Check for new mail) asks the mailboxes again.
Act on a conversation
Point at a conversation (or open its More actions menu): Mark as read / Mark as unread, Flag / Unflag, Archive, Delete.
Tick several to act on them together — Read, Unread, Flag, Archive, Spam, Delete — or Select all.
Delete asks first: It goes to the mailbox's bin, where it stays for 30 days.
Reply, forward, write
- In an open conversation: Reply, Reply all or Forward.
- The pencil (Compose) opens New email: pick From (the mailboxes you may send from), the address, the Subject and the words, then Send.
Sending from a colleague's own mailbox (one shared with your position) needs the permission to send email as another user.
Attach a conversation to an order
Attach to… files an email conversation on an order, a business account or a storage tenant: search by Order #, name, email or phone — or just scroll, and pick it. The conversation then shows on that record.
Share a mailbox (admins)
Admins see an N mailboxes button at the top — Who works from which mailbox. Everyone reads their own; admins and managers read the company's; tick a position (Sales, Dispatcher, Customer service, Finance, Manager…) beside a mailbox to share it with everyone in that position.
If something goes wrong
- No mailbox to send from — connect your email first, or ask an admin to share one with your position.
- The email couldn't be sent. Please try again.
- You do not have permission to send as another user. — ask an admin.
- Once a mailbox is connected again, its mail shows here. — the mailbox needs reconnecting.
Related guides
- Email, texts & callsConnect your email and phoneConnect your own Gmail or Microsoft mailbox, Google Calendar and RingCentral from Connections; set up the company mailbox; and, for admins, see who still needs to connect.
- Email, texts & callsSend an email from a templatePick one of your email templates on an order, see it filled in for this customer, change the words for this one email, and send — from the company's mailbox or your own.
- Email, texts & callsThe Messages pageEvery customer conversation in one place — unread first — with the reply box, templates and AI help, plus the SMS log and an overview of what MoveBoard sends by itself.
- Email, texts & callsDid my email arrive?Check whether an email went out and whether the customer opened it — the copy kept on the order, the open indicator, and what to do when it didn't arrive.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.