Email Page Module

✨ (E-mail Page) — Full Description

What the Email Module Is

The Email Module in Biz1 is a centralized, CRM-integrated email management system that works like a professional inbox inside the application. It allows users to send, receive, organize, track, and act on emails without leaving the platform.

Unlike a standalone email client (like Gmail or Outlook), this module is deeply connected to:

Customers (contactus)
Projects
Missions (tasks)
Team members
Labels and workflows

This means every email is not just a message — it is a business asset that can be linked to customers, turned into missions, assigned to team members, and tracked as part of the organization’s workflow.

When users click Email in the sidebar, the system loads the E-mail section inside the main dashboard layout, without leaving the app.

What the Email Page Is Used For

The Email page serves as the organization’s internal email hub. Users rely on it to:

View all incoming and outgoing emails in one place
Organize emails using folders (Inbox, Sent, Drafts, Delete, All Mail)
Apply custom colored labels for better categorization
Search emails quickly by subject, sender, or keywords
Perform bulk actions like marking emails as read, assigning labels, or deleting
Open and read emails in a clean right-side panel
Add internal notes to emails for team reference
Forward emails to customers or external recipients
Create missions directly from emails (turn communication into action)
Assign emails to team members for responsibility and follow-up

In simple terms, the Email Module turns raw email communication into structured, actionable CRM data.

Overall Page Layout — How the Email Page Looks

When users open the Email module, the screen is divided into three main areas:

Left Panel — Folders and Labels

This is the navigation area of the inbox.

At the top of this panel, users may see an email account selector if multiple team members or email accounts exist.

Below that, they see standard email folders:

All Mail — shows all emails except deleted ones
Inbox — all received emails
Sent — all outgoing emails
Drafts — saved but not yet sent emails
Delete — trash folder

Each folder shows a count of emails (for example, Inbox: 439). These counts are dynamically loaded from the backend when the page loads or filters change.

Below the folders is the Labels section, which allows users to create custom labels with colors. Examples of labels might be:

“Follow up”
“Urgent”
“Invoice related”
“Client communication”

Users can add, edit, or delete labels, and clicking a label filters the email list to show only emails assigned to that label.

Labels are stored in the database in the table:

email_meassage_label

and are organization-specific.

Center Panel — Email List and Actions

This is the main working area of the Email module.

At the top of this panel is:

A search bar to find emails instantly
A New Message button to compose a new email

Below that is a bulk action toolbar, which appears when one or more emails are selected. Users can:

Mark selected emails as read
Assign a label to multiple emails
Delete multiple emails
Customize visible columns using the Field button
Filter emails by team member using the Filter button

Email Table — Where Emails Are Displayed

Each email appears as one row in the table. Typical columns include:

Checkbox (for bulk selection)
Receiver / Sender (with name and timestamp)
Subject
Attachment icon (if files exist)
Status (sent, pending, failed, etc.)
Read / Unread indicator
Team member assignment
Notes icon
Label indicator
Action icons

Clicking any email row opens the Email Read Panel on the right.

Pagination is handled dynamically, and users can load more emails without refreshing the page.

Emails are loaded from the backend using:

POST dashboard/setting/filter_client_message_new

which returns the email list, pagination, and updated folder counts.

Right Panel — Email Read View

When a user clicks an email, a clean reading panel slides open on the right side.

This panel contains:

Email subject and sender/receiver details
Timestamp of the message
Action buttons like:
- Delete
- Assign Label
- Forward
The full email body displayed in a readable format
Attachments that can be downloaded
A Notes section, where internal comments can be added for team reference

Users can also:

Forward the email to another email address
Forward the email to a customer in the CRM
Add or update internal notes related to the email

This makes email not just readable, but actionable.

Creating Missions from Emails

One of the most powerful features of the Email module is the ability to create a mission directly from an email.

If an email is linked to a customer, a plus icon appears in the action column. Clicking it opens a mission creation flow where:

The mission is automatically linked to the email
The customer is preselected
The email content can be used as mission context

This is extremely useful for:

Creating follow-up tasks from client emails
Turning support requests into missions
Assigning responsibilities based on incoming messages

Labels — Organizing Emails Like a Pro

Labels work like tags in Gmail or Outlook, but are fully customizable.

Users can:

Create labels with names and colors
Assign labels to individual or multiple emails
Filter emails by clicking on a label

For example:

A red label for “Urgent”
A blue label for “Invoices”
A green label for “Completed”

Labels help teams visually organize their inbox and prioritize work.

Bulk Actions — Handling Many Emails at Once

Instead of managing emails one by one, users can select multiple emails and apply actions such as:

Marking all as read
Assigning a common label
Deleting multiple emails
Filtering by assigned team member

This saves time and improves efficiency.

Email Data Structure (Behind the Scenes)

Emails are stored in the main table:

client_message

which contains fields such as:

id
user_id (organization owner)
client_id (linked customer)
subject
body
direction (incoming or outgoing)
read status
label_id
assigned team member
attachments
done status

Customer details come from:

contactus

Labels are stored in:

email_meassage_label

Permissions and Access Control

Access to the Email module follows standard dashboard authentication.

Only authorized users can:

View emails
Assign labels
Delete emails
Assign team members
Create missions

Some actions may be restricted based on user roles or organization settings.

Integration with Other Modules

The Email module does not work in isolation — it connects with:

Customers

Every email can be linked to a customer, making communication traceable.

Missions

Emails can be converted into tasks for follow-up.

Projects

Emails related to a project can be tracked in context.

WhatsApp, Tickets, and Files

Email works alongside other communication and document systems inside Biz1.

What Makes This Email System Different

Unlike standard email platforms, this module:

Is fully inside the CRM
Connects communication to customers and work
Allows team collaboration on emails
Supports workflow creation from messages
Keeps everything in one system instead of scattered across tools

Final Summary — What the Email Page Really Is

The Email Module in Biz1 is not just an inbox — it is a business communication and workflow engine.

It allows organizations to:

Manage emails professionally
Organize messages with labels
Assign responsibility to team members
Convert emails into actionable missions
Keep all customer communication in one place
Improve collaboration and accountability

In short, it transforms email from simple messaging into structured business intelligence.