Getting Started with Inbox Module
What You'll Accomplish
After completing this guide, you'll be able to:
Access and navigate the Inbox module
Send your first email and text message
Make a test call using FieldCamp
Search and filter communications
Verify your integrations are connected
Use bulk actions to manage messages
What is the FieldCamp Inbox Module?
FieldCamp Inbox is your central hub for managing all business communications in one place. It combines emails, calls, text messages, and tasks so you never switch between different apps. The organized layout helps you communicate faster and track conversations easily.
Key Features at a Glance
Tasks: Create, assign, and track work assignments
Emails: Send, receive, and manage email communications
Calls: Make and receive phone calls in your browser
Messages: Send and receive text messages
Search: Find any communication using keywords
Integrations: Connect Gmail and telephony services
Bulk Actions: Organize and manage multiple messages at once
Visual Cues: Icons highlight important communications
Simple Navigation: Switch between Tasks, Emails, Calls, and Messages
Prerequisites
Before you begin, ensure you have:
Active FieldCamp account
Modern web browser (Chrome, Firefox, Edge, or Safari)
Reliable internet connection
Optional - for full Inbox features:
For Calls: Enable Calls addon and set up Twilio account
For Emails: Connect Gmail integration
For Messages: Complete messaging setup
Note: You can start with basic Inbox features and add calling/messaging later. See the Calling Guide and Messaging Guide for setup instructions.
A Typical First Day With the FieldCamp Inbox:
1. Access Inbox
Sign in to your FieldCamp account
Look at the left sidebar navigation menu
Click Inbox (envelope icon)
Success Check: The Inbox dashboard opens showing tabs: Tasks, Emails, Calls, Messages
2. Tour the Tabs
Click each tab at the top: Tasks, Emails, Calls, Messages
Review what each tab displays
Success Check: You see content in each tab (or "No items yet" if you're new)
3. Send and Reply
Send a test email:
Click the Emails tab
Click the Compose button
Enter recipient email, subject, and message
Click Send
Success Check: You see "Email sent successfully" confirmation
Reply to a message:
Click any existing email or text message conversation
Type your reply in the message box
Click Send
Success Check: Your reply appears in the conversation thread
4. Make a Test Call (if enabled)
Click the Calls tab
Click the Make Call button
Enter a phone number
Allow microphone access when your browser prompts you
Click Call
Success Check: You hear ringing and can speak when the call connects
Note: If the Calls tab is not visible, enable the Calls addon first.
5. Try Search and Filters
Search communications:
Click in the Search bar at the top of any tab
Type keywords (contact name, message content, phone number)
Success Check: Only matching communications display
Apply filters:
Click the Filter dropdown
Select All, Unread, Read, or other options
Click Apply
Success Check: Your view updates to show only filtered items
6. Use Bulk Actions
Select multiple emails or messages (check the boxes next to each item)
Click the Bulk Actions dropdown
Choose action: Mark as Read, Mark as Unread, or Delete
Success Check: Selected items update according to your action
7. Verify Integrations
Click your profile icon (top-right corner)
Select Settings
Click Integrations in the left menu
Check status:
a. Gmail: Should show "Connected" with your email address
b. Calls addon: Should show "Enabled"
Success Check: Your integrations show "Connected" or "Enabled" status
If not connected: Click Connect or Enable and follow the prompts. See the Gmail Integration Guide or Calls Setup Guide for help.
Reference Help Guides
Click the Help icon (question mark icon, top-right corner)
Browse available guides:
Quick-start guides for each feature
Video tutorials
Troubleshooting steps
Success Check: You can access help resources anytime you need assistance
Troubleshooting & Support
FieldCamp Inbox includes built-in resources to resolve common issues:
Issue | What to Check/Do | Where to Find Help |
Can't see Inbox option | Verify your account has Inbox access → Contact admin to enable Inbox module | Admin contact in FieldCamp |
Gmail Integration | Disconnect and reconnect Gmail in Settings → Integrations → Gmail | Gmail Integration Guide |
Emails not syncing | Check internet connection → Verify Gmail credentials → Reconnect integration | Email Troubleshooting |
Message Sending Errors | Verify messaging setup and internet connection → Contact Support if issue persists | Support section in FieldCamp |
Call Availability | Enable Calls addon in Settings → Allow microphone permissions in browser | Calling Setup Guide |
Can't hear on calls | Check browser audio permissions → Test speakers/headphones → Verify audio settings | Support section in FieldCamp |
Further Assistance | Contact your FieldCamp administrator or support team for advanced help | Admin/support contact in FieldCamp |