Ivo Oskamp
7d72b7ddee
Critical corrections to Inbox Management documentation: Overview & Page Layout: - Clarified: Inbox displays only UNAPPROVED emails - Added callout: "Inbox Shows Only Unapproved Emails" - Explained: Approved emails immediately disappear from inbox - Inbox is a staging area for emails awaiting approval/deletion Email Detail Modal - Metadata Section: - REMOVED incorrect fields that don't exist for inbox emails: * "Customer: If already approved..." (approved emails aren't in inbox!) * "Approved: Checkmark..." (no checkmark - they disappear when approved!) - Added list of action buttons (Approve, Re-parse, Delete, Download .eml) What Happens After Approval: - Changed "moved out of inbox" to "immediately disappears from inbox" - Added: Future emails are "automatically approved and linked WITHOUT appearing in the inbox" - they go directly to operational views - New callout: "Approved Emails Don't Return" explaining auto-approval flow Inbox Filters and Search: - Changed "all imported emails" to "all UNAPPROVED imported emails" Common Workflows - Setting Up New Customer: - Updated step 5: "approved emails disappear from inbox" - Added step 6: Jobs appear in Jobs/Daily Jobs/Run Checks pages - Updated step 7: Future reports auto-approved, never appear in inbox This accurately reflects that the inbox is ONLY for unapproved emails. Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com> |
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| .. | ||
| architecture.md | ||
| autotask_rest_api.md | ||
| backupchecks_autotask_integration_functional_design_living_document.md | ||
| backupchecks_autotask_integration_implementation_breakdown.md | ||
| backupchecks_autotask_integration_phase_2_implementation.md | ||
| changelog-claude.md | ||
| changelog.md | ||
| manifest.md | ||
| migrations.md | ||
| reporting-proposal.md | ||