backupchecks/docs
Ivo Oskamp 8bbdb86f79 Multiple accuracy fixes for Inbox Management documentation
Critical corrections based on actual UI behavior:

Email Detail Modal Layout:
- Fixed layout description: TWO-COLUMN (not top/middle/bottom)
- Left side: Metadata + action buttons + parsed objects
- Right side: Email body in iframe
- Updated screenshot caption to reflect left/right layout

Action Buttons (Left Side):
- REMOVED "Re-parse" from modal (doesn't exist in modal!)
- Only available buttons: Approve, Delete, Download .eml
- Re-parse is ONLY on inbox page, not in modal

Approving Emails:
- FIXED: Job name is READ-ONLY during approval (cannot be edited!)
- Only customer selection is editable
- Added callout: "Job Name Cannot Be Changed"
- Removed all references to "edit job name" or "adjust job name"

Re-parsing Emails:
- REMOVED "Re-parse Single Email" section (doesn't exist!)
- Only "Re-parse all" available on inbox page
- Added callout: "No Individual Re-parse"
- Workaround: Delete unwanted emails, re-parse all, re-import

Deleting Emails:
- Fixed location: "Deleted Mails" page (Admin only)
- NOT in "Settings → Maintenance"
- It's a separate navigation page

Inbox Filters and Search:
- REMOVED entire section (not in planning, won't be implemented)
- No false expectations about future filtering features

Troubleshooting Unparsed Emails:
- FIXED: Parsers can ONLY be created by BackupChecks developer
- Users CANNOT create custom parsers
- Added warning callout about parser creation
- Instructions: Contact support with .eml samples

Best Practices:
- Removed "Edit job names during approval" (impossible!)
- Added "Verify parsed job names" - contact support if wrong
- Updated to reflect actual capabilities

All corrections ensure documentation matches actual UI behavior.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-02-08 16:57:10 +01:00
..
architecture.md Auto-commit local changes before build (2026-01-01 16:09:56) 2026-01-01 16:09:56 +01:00
autotask_rest_api.md Restore Autotask PSA integration 2026-02-05 14:43:44 +01:00
backupchecks_autotask_integration_functional_design_living_document.md Restore Autotask PSA integration 2026-02-05 14:43:44 +01:00
backupchecks_autotask_integration_implementation_breakdown.md Restore Autotask PSA integration 2026-02-05 14:43:44 +01:00
backupchecks_autotask_integration_phase_2_implementation.md Restore Autotask PSA integration 2026-02-05 14:43:44 +01:00
changelog-claude.md Multiple accuracy fixes for Inbox Management documentation 2026-02-08 16:57:10 +01:00
changelog.md Redesign changelog to use Python-based structure instead of Markdown 2026-02-05 22:56:43 +01:00
manifest.md Auto-commit local changes before build (2026-01-01 16:09:56) 2026-01-01 16:09:56 +01:00
migrations.md Auto-commit local changes before build (2026-01-03 13:59:54) 2026-01-03 13:59:54 +01:00
reporting-proposal.md Auto-commit local changes before build (2026-01-03 15:17:01) 2026-01-03 15:17:01 +01:00