What this feature does and when to use it?
The Search in Mailbox feature allows you to find emails by searching using keywords across different email parameters such as To, From, CC, BCC, Email Subject, Email Body. You can also refine your search using specific search parameters, folders, and date ranges to quickly locate the conversations you need.
This feature is useful when you want to:
Search for emails containing a specific keyword.
Find emails sent to or received from a particular contact/candidate.
Search using the email subject or body.
Narrow down emails by folder, such as Inbox, Sent, or Trash.
View emails from a specific date range.
How to Search in Mailbox
1. Navigate to Mailbox, click the search bar, and enter the keyword you want to search for.
2. By default, Recruit CRM searches across all of the following parameters, however, you can also select the desired ones for a more refined result:
To
From
CC
BCC
Email Subject
Email Body
Note: Some search parameters may not be available (greyed out) due to limitations imposed by your email provider. These options will appear disabled with a tooltip explaining the limitation.
3. Finally, click Apply Search to display the matching emails.
4. To further refine your search, use the filter panel at the top of the Mailbox.
5. Select the Folder you want to search, such as Inbox, Sent, or Trash. Select a Date Range to display emails from a specific time period.
6. Click Apply to use both filters together.
Troubleshooting
Problem: No emails are returned after searching.
Problem: No emails are returned after searching.
Likely Cause: The keyword entered may be incorrect, or the selected filters are too restrictive.
What to Check: Verify that the keyword is spelled correctly. Check the selected search parameters. Confirm the selected folder and date range.
Resolution: Modify the keyword or adjust the selected filters, then click Apply Search again.
FAQ's
Can I search only by the email subject?
Can I search only by the email subject?
Yes. Select Email Subject as the search parameter before clicking Apply Search.
Why are some search parameters unavailable?
Why are some search parameters unavailable?
Some email providers do not support searching across all email fields. Unsupported parameters will automatically appear disabled.
Can I search emails in the Sent or Trash folder?
Can I search emails in the Sent or Trash folder?
Yes. Select the required folder from the filter panel before applying your search.
Conclusion:
The Search in Mailbox feature makes it easy to find emails by combining keyword searches with advanced search parameters, folder selection, and date range filters. Using these options together helps you locate conversations quickly and manage your mailbox more efficiently.