Skip to main content

Resources Overview

The Mailbox module introduces several resources that work together to enable full integration, synchronization, and classification of emails within your Qore application.

This page provides an overview of all resources available to the user and their primary functionality.


Mailboxes

The Mailboxes resource can be accessed through the hamburger menu on the index page of both User Mailbox and Shared Mailbox resources.

The Mailboxes resource represents a connection between Qore and an external mail provider.
Currently, only Microsoft Graph is supported, but future driver support is planned.

Each mailbox acts as a container for all related emails and offers several key actions for managing its behavior and configuration.

Available Actions

  • Filter Settings
    Opens the configuration interface where you can define all mailbox-specific rules such as folder import behavior, confidentiality detection, ignore logic, and label rules.
    (See the Filter Settings page for full details.)

  • Mailbox Scanning
    Enables the mailbox and registers the required webhooks.
    Once active, the mailbox begins scanning for any remaining or newly received emails.

  • Reclassify Mailbox
    Reprocesses all imported emails within the mailbox.
    This is useful if emails were imported using outdated or incomplete filter settings and need to be re-evaluated according to the latest rules.

  • Copy Filter Settings
    Allows you to copy all filter settings from one mailbox to another, saving time when setting up multiple mailboxes with similar rules.

  • Delete
    Permanently removes the mailbox and all associated configuration data.

Active Status

On the mailbox index page, each mailbox has an Active indicator tag.
This tag reflects whether the mailbox is currently enabled, meaning it has active webhooks and periodic scanning enabled.

You can toggle this tag manually:

  • Enabled → The mailbox is being scanned and webhooks are registered.
  • Disabled → The mailbox is paused and neither scans nor webhooks are active.

User Mailbox & Shared Mailbox

The module provides two closely related resources:

  • User Mailbox
  • Shared Mailbox

Internally, both are based on the same underlying resource.
The Shared Mailbox extends the User Mailbox with minor interface differences such as distinct index tabs and presentation adjustments.
Currently, both share the same actions and behavior, though this may evolve in future updates.

Where your mail will end up depends on the shared mailbox setting of the mailbox resource.

Email Detail View

Selecting an email opens the Email Detail Page, which displays the entire conversation thread.
From here, you can perform several operations:

  • Masking Content
    Select any part of the subject or body to mask sensitive information.

  • Couple to Resources
    Link the email to other resources defined in the Mailbox module settings (for example, invoices or tickets).

  • Couple to Relations
    Associate the email with CRM entities such as Organizations or Contacts.
    You can choose to “Remember this for future emails”, which ensures that future emails from the same address or domain are automatically linked to that relation.

  • Change Confidentiality
    Manually adjust the confidentiality level of an email (Public, Confidential, or Private).
    This action also supports the “Remember for future emails” option.

  • Delete Email
    Permanently remove the selected email from the system.

  • Reclassify Email
    Re-evaluate the selected email using the current filter settings.
    This is useful if its classification or confidentiality level needs to be refreshed.

Manual Import

If an email is displayed within a conversation but not yet imported from the server,
and the user has sufficient permissions, a Manual Import option is available.
This action retrieves the missing email immediately via the mail driver.


Email Relations

The Email Relations resource can be accessed through the hamburger menu on the index page of both User Mailbox and Shared Mailbox resources.

This section allows management of stored relationships between email addresses/domains and CRM entities (Contacts or Organizations).

Whenever a user selects “Remember for future emails” while binding an email to a relation,
a record is stored here and can later be viewed, edited, or removed.

This ensures that future incoming or outgoing emails are automatically linked to the correct relations
without requiring repeated manual assignments.