To create a Mailbox for a Person, first click on the Person in the 'Persons: Browse' window and then select 'Create Mailbox' from the Operations menu. Only one Mailbox can be entered for a particular Person: if a Mailbox already exists, the function will have no effect.

The Mailbox is opened in a new window entitled 'Conference/Mailbox: New'. This means that it has not yet been saved. After amendment if necessary, save the Mailbox by clicking the [Save] button in the Button Bar. Alternatively, if you no longer require the Mailbox, click [Cancel].

The Person's initials and Name will be copied from the Person record to the new Mailbox, and the Class will be set to "Mailbox".

To close the screen and return to the 'Persons: Browse' window, click the close box. You will be asked if you would like to save any changes that you may have made.

For more details about Mailboxes, please refer to this page. You must have the CRM and Mail Value Pack if you want to use Mailboxes. If you do not have the CRM and Mail Value Pack, you must still create a Mailbox for each Person if you want them to be able to use the Personal Desktop. Please click here for more details about the Personal Desktop.

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