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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

  1. On the top right, navigate to 
     → ServiceJourney
  2. On the left, navigate to 
     → Case Management → CRM Search
  3. Click on the hyperlink to the Party you want to send an email to
  4. Navigate to the Emails tab
  5. Click on the Send Email button
  6. 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.

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