Sending Case Emails

The case email to be sent must be attached to the case.

Before you begin

In the Cases tab, the case must be in the Compose phase.

About this task

Compose phases are used for warnings, violation alerts, and appeals. When an email is sent, it is moved to the Delivered phase in the service infraction cycle.

Procedure

  1. Select the case card for the case where the email will be sent.
  2. In one of the panes, click the Menu button:
    Cog wheel.
  3. Click Case Emails.
    Case Emails appear in the selected pane.
    The Email widget
  4. Do one of the following:
    ToDo this
    Sends the email for the selected case. Click Send:
    Sends all emails in the selected phase. Click the Send arrow (Downward-facing arrowhead.), then click All In Phase.
    The Email has been sent out message appears.
  5. Click OK.
    In the Emails widget, sent emails are indicated by a check mark in the Sent Out column, and a date in the Sent Date column.
    The Email widget showing a sent email.