Sending an Email in SwiftCase

Contents

You can send and receive emails in SwiftCase. Follow the steps below to learn how.

Note:

Please bear in mind that you have to have configured an Email Address before 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. Click Users.
2. Click My Team Members or My Client Staff depending on which User Type you want to email.
3. From the list of Team Members or Client Staff, click on the User you want to email to get to their Profile Page.
4. Click Email User at the top right of their profile.
5. Fill out the Compose Email form and click Send Email.

When you click the Email User button on a profile page, the To field fills in with their email address, if their profile has one.

To add more people, type their name or email address into the To field. Click + CC or + BCC to copy others in.

You can also choose an Email Template to 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 the Task Page you want to send an email from. To discover how to get to a Task’s page,view our guide.
2. Click Email in the menu down the left-hand side of the Task page.
3. Fill out the Compose Email form and click Send Email.

On a task, the form also has Quick Add Recipients, which copies the addresses of the people on the task into the recipient fields, and any Drafts saved for the task.

To add more people, type their name or email address into the To field. Click + CC or + BCC to copy others in.

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

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