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Emails

Link Email communication to cases. View, send, and archive emails within case context.

Email Features​

Sending Emails​

  1. Open case
  2. Go to Emails
  3. Click New Email
  4. Compose message
  5. Add recipients
  6. Send

Email Integration​

  • Automatically links replies
  • Archives to case
  • Full history visible
  • Searchable content

Email Threads​

  • Track email conversation
  • See all replies
  • Maintain context
  • Organized by subject

Managing Case Emails​

  • View all case emails
  • Search email content
  • Forward emails
  • Create tasks from emails
  • Add attachments

Linking Emails​

Automatically captures:

  • Emails to case address
  • Forwarded messages
  • Replies to case notifications

Best Practices​

  • Use case email address for correspondence
  • Forward important emails to case
  • Archive email threads
  • Keep communications professional
  • Include relevant details in emails

See Also​