Navigating the email interface tab
The email tab inside of a Party or a Case shows all email specific to that context. In a Party detail page, it shows all email conversations between the Party's primary email address and your organization. In a Case detail page, it shows only emails specific to that Case.
Email client layout
Tab counter
In the above example, the tab "Emails (1/13)" means there are 13 total email messages and 1 of them is unread.
Actions
Action | Description |
---|---|
Reply | Opens a window to reply to the original sender. |
Reply All | Opens a window to reply to the original sender and all other recipients on the To and CC lines. |
Forward | Open a window to forward the email and attachments to someone. |
Documents | Shows a list of all attachments that came with that email. |
Send Email | Open a window to send a new message. |
Mark as unread | Marks the message as unread. |
Mark as read | Marks the message as read. |