How do I use the Emails page?

The Emails page is your connected Gmail inside Visualist, for client email that isn’t tied to one project. Each Hub also has a Messages tab for the email that belongs with that project.

Use the Emails page

1. Open Emails. Press ⌘K (Ctrl+K on Windows) and type Emails. Or open Business Center from the rail, select Toolkit, find Messages, and select Open.
2. Choose a tab. Use Inbox, Drafts, Scheduled, Sent, Archive, and Bin.
3. Compose or reply. Select Compose to start a message, or open a thread to Reply, Reply all, or Forward. See How do I send and reply to a client by email?.
4. Keep it with a project. To keep an email with a Hub, open it and select Add to Hub, or work from the Hub’s Messages tab.

The Emails page and a Hub’s Messages tab

The Emails page shows your whole connected mailbox. A Hub’s Messages tab shows the email for that project, next to its files and other work. Open the Hub and select Messages in the Hub’s rail. See How do I message a client inside a project?.

To put a copy of one email, or part of it, in a Hub or an inquiry, open it and select Add to Hub. Your mailbox stays private. See How do I copy something to another Hub, or add an email to a Hub?.

If something goes wrong

• Toolkit shows Set up with Vai on Messages. Gmail isn’t connected yet. See How do I connect my email inbox to Visualist?.
• The page shows “Messages need the Core plan.” You’re on the Free plan. Select Upgrade to the Core or Growth plan to use Messages, or Try the Core or Growth plan to use Messages if you’ve never had a free trial. It opens Upgrade your plan. Team members are asked to ask the workspace owner.
• You see Connect your email. No Gmail account is connected. Select it to connect Google.