Difference between revisions of "Email Action Item"
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== Recipients == | == Recipients == | ||
| − | The adding of the recipients of an email has been designed for flexibility and ease of | + | The adding of the recipients of an email has been designed for flexibility and ease of use. |
* When a customer has been associated to a request and that customer has an email address associated to their customer record, they are automatically added as a recipient as they are seen as the most common recipient | * When a customer has been associated to a request and that customer has an email address associated to their customer record, they are automatically added as a recipient as they are seen as the most common recipient | ||
* When manually typing in the name of a person it will auto-resolve both contacts and users that have a matching email address. | * When manually typing in the name of a person it will auto-resolve both contacts and users that have a matching email address. | ||
Revision as of 11:09, 8 April 2016
Home > Service Manager
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.
Administration
Access
- Shared Mailbox
- Service
Email Template
Recipients
The adding of the recipients of an email has been designed for flexibility and ease of use.
- When a customer has been associated to a request and that customer has an email address associated to their customer record, they are automatically added as a recipient as they are seen as the most common recipient
- When manually typing in the name of a person it will auto-resolve both contacts and users that have a matching email address.
- An email address that does not exist as either a contact or a user can still be entered as a recipient.
- To - This is a mandatory field
- CC/BCC - Clicking on the CC/BCC option, these two fields will be exposed to allow additional recipients to be added as either a carbon copy or as a blind carbon copy.
- Connections