What are Mail Details?
Details are applied on a per-project basis, and configured to specific mail types. Like every other component of the mail, Details are visible to both senders and receivers of the mail.
Your Project Administrator has complete control over Mail Details, through the Mail Forms feature, including:
- how the fields are created
- which mail types they’re added to
- which projects they’re used on.
There are six types of fields you may see in your mail.
Text fields can take up to 60 alphanumeric and special characters.
Text area fields can accept up to 4000 characters, so you can include more detail.
Select lists let you choose a single option from a list.
Number fields let you enter numerical values, like costings or measurements.
These fields often specify the units you need to enter, so take care when you’re adding numbers.
Yes/no fields let you provide simple yes or no information on a particular aspect of the correspondence.
Date fields let you specify dates — without worrying about date formats.
Using the information that’s captured
Once the information’s captured, searching and reporting on key project metrics is much simpler.
You can search on the content of mail fields, and export the results to Excel as usual.
If a given field is used across different mail types on a project, you can search all of those mail types for that field at the same time.