Sending an Email in SwiftCase

Contents

You cansendandreceiveemails in SwiftCase. Follow the steps below to learn how.

Note:

Please bear in mind that you have to haveconfigured an Email Addressbefore being able to send and receive emails. To find out how to add an email to SwiftCase,view our guide.

How to send an email to a User

1. ClickUsers.
2. ClickMy Team MembersorMy Client Staffdepending on which User Type you want to email.
3. From the list of Team Members or Client Staff, click on theUseryou want to email to get to theirProfile Page.
4. ClickEmail User.
5. Fill out theEmail User Formand click Send.

When clicking theEmail Userbutton on a user profile page, theSend To User Fieldwill pre-populate.

You can send the email to more Users, cc or bcc them in. Type their email into the Email Field, or their Name into the Users Field, and click the To, cc or bcc buttons.

You can also choose anEmail Templateto use. For more detail on how to use and create Email Templates,view our guide.

How to send an email from a Task

1. Navigate to theTask Pageyou want to send an email from. To discover how to get to a Task’s page,view our guide.
2. Open theQuick Actionspanel and clickCompose Email.
3. Fill out theCompose Email Formand click Send.

When clicking theCompose Emailbutton on the Task page, theSubjectwill pre-populate with theTask’s ReferenceandSummary.

You can send the email to more Users, cc or bcc them in. Type their email into theEmail Field, or their Name into theUsers Field, and click the To, cc or bcc buttons.

You can also choose anEmail Templateto use. For more detail on how to use and create Email Templates,view our guide.

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