Difference between revisions of "Email Action Item"
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| − | + | This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-user-guide/service-portfolio/requests/email-action/ Hornbill Document Library]. | |
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| − | + | [[file:hornbill-document-library.png|Email Action|link=https://docs.hornbill.com/servicemanager-user-guide/service-portfolio/requests/email-action/]] | |
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==Introduction== | ==Introduction== | ||
The Email Action within a request enables the sending of emails directly from the request to any recipient that you wish to communicate with regarding that particular request. Email communication sent from a request is captured in the Timeline to help track and view all outbound emails send about that request. | The Email Action within a request enables the sending of emails directly from the request to any recipient that you wish to communicate with regarding that particular request. Email communication sent from a request is captured in the Timeline to help track and view all outbound emails send about that request. | ||
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== Related Articles == | == Related Articles == | ||
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:* [[Connections Action Item]] | :* [[Connections Action Item]] | ||
:* [[Service_Manager_Business_Process_Workflow#Access_Control|Access Control - Lock / UnLock Action Items]] | :* [[Service_Manager_Business_Process_Workflow#Access_Control|Access Control - Lock / UnLock Action Items]] | ||
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[[File:Emailactionitem.png|right|350px|link=https://wiki.hornbill.com/images/b/b7/Emailactionitem.png]] | [[File:Emailactionitem.png|right|350px|link=https://wiki.hornbill.com/images/b/b7/Emailactionitem.png]] | ||
== Mailboxes == | == Mailboxes == | ||
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== Message Editor == | == Message Editor == | ||
| + | Depending on the [[#Settings|settings]] configured in Service Manager there are two options for the Message Editor | ||
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| + | === Template Editor === | ||
[[File:Emailactioneditor.png|right|350px|link=https://wiki.hornbill.com/images/7/7e/Emailactioneditor.png]] | [[File:Emailactioneditor.png|right|350px|link=https://wiki.hornbill.com/images/7/7e/Emailactioneditor.png]] | ||
The E-mail action has a built-in editor to allow you to format your emails before sending. A tool bar is provided with an number of options to help you compose the perfect email. | The E-mail action has a built-in editor to allow you to format your emails before sending. A tool bar is provided with an number of options to help you compose the perfect email. | ||
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* Format the font by applying different font types and colours | * Format the font by applying different font types and colours | ||
* Include links including the ability to embed links into selected text | * Include links including the ability to embed links into selected text | ||
* Add images, either by pasting or providing a URL to an image source | * Add images, either by pasting or providing a URL to an image source | ||
* Add bullets, numbering, subscript and superscript text | * Add bullets, numbering, subscript and superscript text | ||
| − | * | + | * Automatically loads the associated email template to allow to manage any unresolved variables by removing, editing, updating. |
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| + | === Text Editor === | ||
| + | This is a more simplistic version of the editor which provides a plain text editor that simply injects the text into a defined email template behind the scenes. | ||
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When an email has been sent, a record of the email is posted to the request timeline. To view the content of the sent email, select '''View Email''' from the more menu option on the timeline post. | When an email has been sent, a record of the email is posted to the request timeline. To view the content of the sent email, select '''View Email''' from the more menu option on the timeline post. | ||
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| − | + | [[Category:HDOC]] | |
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Latest revision as of 22:46, 1 February 2024
This document can now be found at its new location in the Hornbill Document Library.
