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. 


       
392647fbf4b1c47a802670a0a05876a4@altvia.desk-mail.com
https://cdn.desk.com/
false
desk
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete