Customer work, connected.

Help & supportMyAccount
Inbox, folders, search and message actions

Use Mailbox Exchange bulk message actions

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Apply supported action to selected messages.

Audience: Mailbox Exchange usersPermission: Mailbox View plus account permissionsModule v1.0.0
Jump to steps
Where to goAdmin Area → Mailbox Exchange → Inbox → Select messages → Bulk action

What this guide helps you do

Apply supported action to selected messages. The workflow below follows the supported application or module flow and does not invent a menu or bypass validation.

Follow these steps

  1. Go to the exact navigation path shown above.
  2. Select the authorised mailbox, message or configuration record.
  3. Complete the fields or action described in this guide.
  4. Save or submit once, then verify the resulting status and related record.

Fields and options

  • Selected messages
  • Action
  • Category where required

Rules and limits

  • Actions: mark_read, mark_unread, star, unstar, set/clear category, delete.
  • Each selected message is account-checked.
  • Delete additionally requires account Delete.

Check it worked

  • The requested Mailbox Exchange record is updated through the supported controller and remains attributable to the acting staff member.

Security, audit and troubleshooting checks

  • Use the exact authorised account, role and record before saving or sending.
  • Verify the saved status and downstream record; a browser success message alone is not sufficient evidence.
  • Never expose passwords, API keys, access tokens, protected attachments or raw server paths in support tickets.
  • Do not edit module or core database records directly to bypass validation, permissions, migrations or state rules.

Search the platform, integrations and practical Help Centre guides.

Press Esc to close.Browse every page