Emails
Use the Emails module to manage your inbound and outbound emails.
The Emails Home page displays the following information:
- A Search sub-panel where you can enter information such as the email status and subject to find a specific case.
- A list of emails in your inbox along with related information such as the subject and contacts.
- To open an email that you received, click its subject in My Inbox sub-panel.
- To assign yourself an email from the Group inbox, click Take From Group.
- To update, delete, or archive multiple emails, select them from the list and use the Mass Update sub-panel.
- To export one or more emails, select them from the list, click Export and choose Selected Records, Current Page, or Entire List as appropriate.
- A Shortcuts section that displays the following options:
- My Inbox. Click this option to view the list of emails in your inbox.
- My Drafts. Click this option to view emails that you saved as drafts.
- Sent Emails. Click this option to view a list of emails that you sent out.
- My Archives. Click this option to view a list of emails that you archived for your records.
- Group Inbox. Click this option to view inbound emails that the system routed to the Group inbox.
- Compose Email. Click this option to create an email.
- Create Archived Email. Click this option to archive an inbound or outbound email for your records.
- Create Email Template. Click this option to create a template for campaign emails. The system extracts variables such as names and addresses from campaign target records and merges them with the email template when you send out campaign emails.
- All Drafts. Click this option to view all draft emails.
- All Emails. Click this option to view all outbound emails including drafts and archived emails.
- Email Templates. Click this option to view a list of existing email templates.