Conversations and Mailbox
What This Is
Franmantra provides two related communication views:
- Communication keeps messages and calls organized around a CRM contact.
- Mailbox shows email from a connected personal Gmail or Outlook account.
Use Communication when the contact record is the center of your work. Use Mailbox when you need an inbox-style email view.
Communication Workspace
Open Contacts > Communication to:
- Search and filter contacts.
- Review a selected contact's email, SMS, WhatsApp, and call history.
- Send email, SMS, or WhatsApp messages when the required connection is available.
- Start a call when calling is configured.
- Reply to an existing message.
- Open or hide the contact details panel while working in the conversation.
Unread counts and available composer tabs can vary with the contact data, connected services, and your permissions.
Personal Mailbox
Open Contacts > Mail box to work with email from a personal connection. The mailbox supports Gmail and Outlook connections created under Settings > All Connections > Personal.
If Franmantra cannot find a personal email connection, the Mailbox page directs you to connection settings. Connect and authorize the email account, then return to Mailbox.
Before You Start
- Confirm you are in the correct account.
- Confirm your role can read or write conversations.
- Connect the required email, SMS, WhatsApp, or calling service.
- For Mailbox, use a Personal Gmail or Outlook connection. A business-level sending connection does not provide a personal inbox.
Example
A lead replies by email and later sends a WhatsApp message. Open Communication, select the lead, and review both messages in the contact history before replying. If you need to process your connected inbox instead, open Mail box.
Notes
- The exact channels shown depend on the services configured for the account.
- Do-not-disturb settings and channel-specific contact details can prevent a message from being sent.
- Connect services before troubleshooting a missing channel.