Sending Emails From an Account

An email can be sent from an account by using the NEW EMAIL button on Communications tab in the InfoCenter, or the Communications page.

Note

Any email sent from the account will be listed on the Communications tab/page.

Selecting a Template

Clicking NEW MAIL opens a dialog for selecting and previewing a template. The drop down contains all templates configured in the Communications module with template type of Customer Template.

When you select a template from the drop down, you can choose to preview it before actually using.

No Template is an option. This creates a blank email for you to fill in.

Click SELECT when you have the template you want to use (or No Template).

Note

Templates must be configured in the Communications module.

The Email Dialog

Once the email dialog loads, with or without a template, you can edit the addresses, subject, and body. You can also attach files, embed images, and insert links. HTML is supported.

Note

When you insert an image, the size is limited to 1MB.

Address Fields

• From Address is based on Email setup

• To Address: Enter addresses in the To, Cc and Bcc fields manually, or select an address book by clicking any one of these fields:

  • Company – contains email addresses for IDI platform users (SaaS Security) and user groups (IDI Desktop Client) for the environment. There are two tabs on this address book:

    • Users: SaaS security users that have an email address and have access to the Customer Care environment

    • Groups: IDI Desktop client user groups that have an email address

  • Customer – contains email addresses from the customer’s contacts

    • If the same email is present on multiple contacts, it will only appear once.

  Search capability is also supported within the address book being viewed.