Anatomy of the AIM Inbox Panel

Learn more below about the default view of AIM Inbox:

  1. The top ribbon is the Home Bar
    • ​The home icon is to return to this home view. 

    • The envelope icon is to mark specific preferences for filing an email to AIM, such as including an attachment or referencing a Deal / Fundraising. 
    • The plus icon allows you to add a new record for any object to the AIM database. 
    • The calendar icon displays your user's open tasks in AIM. 
    • The search icon allows you to search you AIM database for any existing record. 

  2. Contacts Listed on Email
    • View and Edit Existing Contacts, marked with  
    • Create New Contacts, marked with 

  3. Premium Bar
    • ​The envelope shows if / when recipients open the email and click embedded links 
    • The globe shows if / when email recipents are visiting your website (Note: this Premium feature has an extra cost.  Please submit a request if interested.) 
    • The cloud icon links to Salesforce Chatter. 
    • The people icon is a filter to see activity for each participant. 

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