Sending an email to a party
ServiceJourney comes with an email client that agents can use to communicate with parties, such as customers and vendors. Agents can send a new email or reply to an existing one.
Steps to send an email
- On the top right, navigate to → ServiceJourney
- On the left, navigate to → Case Management → CRM Search
- Click on the hyperlink to the Party you want to send an email to
- Navigate to the Emails tab
- Click on the Send Email button
- Complete the form
The sent email will appear in the Emails tab and any reply's to that email will be shown as conversational threads.