Closing out project mail
- Click the Mail button on the Module Menu, and under Search, click Sent.
- Run a search to filter and reduce the number of mails in the list.
- Select the mails you want to close out.
- Select Tools/Mark as Closed-Out.
- When you do this the mail’s Status is changed to Closed-out.
Closing out mail from the thread view
Mail can also be closed out from the mail thread view, but you must be a user of the sending organization to see the ‘Mark as Closed-Out’ button.
You can close out an individual mail or the entire thread. The entire thread is closed out automatically when the parent mail (first mail in the thread) is closed out.