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More actions: copy link, mark unread, low priority and more

LiveFor: All staff

Every option in the item menu and when to use it.

More actions (the three dots in the action bar) holds every action for the open item.

The More actions menu open, listing Reply, Reply to All, Add a Comment, Save to Later, Plan for This Week, Add Reminder, Create Work, Add to Work, Add to Contact, Assign to Me, Assign to Colleague, Mark as Unread, Copy Conversation Link, Low Priority and Clear.
More actions.
Action Use it to
Reply, Reply to All Answer the email.
Add a Comment Discuss it internally.
Save to Later Park it with no date.
Plan for This Week Put it on your My Week.
Add Reminder Bring it back at a set time.
Create Work, Add to Work, Add to Contact File it on a job or a client.
Assign to Me, Assign to Colleague Hand it to whoever should act.
Mark as Unread Come back to it as new.
Copy Conversation Link Paste a link to it for a colleague.
Low Priority Move it out of your way; choose again to undo.
Clear Done with it.

Each email in a conversation also has its own … menu (Email options) with Reply, Reply to All, Forward, Remove and Print. Remove takes that email off its timelines, or out of BMS altogether.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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