From Bright Pattern Documentation
< 5.19:Agent-guide | Tutorials | Cases
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| − | = Cases and Email Tutorials = | + | = Cases and Email Tutorials = |
The Cases and Email section's tutorials explain how to use Agent Desktop to process customer requests made via email, as well as what to do with customer cases. Emails are bundled into cases when multiple email messages from the same contact are related to the same issue. | The Cases and Email section's tutorials explain how to use Agent Desktop to process customer requests made via email, as well as what to do with customer cases. Emails are bundled into cases when multiple email messages from the same contact are related to the same issue. | ||
| − | == Articles == | + | == Articles == |
=== Accepting Email === | === Accepting Email === | ||
*[[Agent-guide/Tutorials/Cases/HowtoAcceptanEmail | How to Accept an Email]] | *[[Agent-guide/Tutorials/Cases/HowtoAcceptanEmail | How to Accept an Email]] | ||
| − | === Creating Cases === | + | === Creating Cases === |
*[[Agent-guide/Tutorials/Cases/HowtoCreateNewCases | How to Create New Cases]] | *[[Agent-guide/Tutorials/Cases/HowtoCreateNewCases | How to Create New Cases]] | ||
| − | === Follow-ups === | + | === Follow-ups === |
*[[Agent-guide/Tutorials/Cases/HowtoUsePinnedCasestoSendaFollow-upOutboundEmail | How to Use Pinned Cases to Send a Follow-up Outbound Email]] | *[[Agent-guide/Tutorials/Cases/HowtoUsePinnedCasestoSendaFollow-upOutboundEmail | How to Use Pinned Cases to Send a Follow-up Outbound Email]] | ||
*[[Agent-guide/Tutorials/Cases/HowtoSendaFollow-upOutboundEmail | How to Use Cases to Send a Follow-up Outbound Email]] | *[[Agent-guide/Tutorials/Cases/HowtoSendaFollow-upOutboundEmail | How to Use Cases to Send a Follow-up Outbound Email]] | ||
| − | === Fonts === | + | === Fonts === |
*[[Agent-guide/Tutorials/Cases/HowtoChangeDefaultEmailFont | How to Change Default Email Font]] | *[[Agent-guide/Tutorials/Cases/HowtoChangeDefaultEmailFont | How to Change Default Email Font]] | ||
| − | === Handling Email === | + | === Handling Email === |
| + | *[[Agent-guide/Tutorials/Cases/FilteringHistoryContent | Filtering Case History Content]] | ||
*[[Agent-guide/Tutorials/Cases/HowtoCloseanEmailwithoutReplying | How to Close an Email without Replying]] | *[[Agent-guide/Tutorials/Cases/HowtoCloseanEmailwithoutReplying | How to Close an Email without Replying]] | ||
*[[Agent-guide/Tutorials/Cases/HowtoChangeanAssignedEmailService | How to Change an Assigned Email Service]] | *[[Agent-guide/Tutorials/Cases/HowtoChangeanAssignedEmailService | How to Change an Assigned Email Service]] | ||
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*[[Agent-guide/Tutorials/Cases/HowtoSendaNewOutboundEmail | How to Send a New Outbound Email]] | *[[Agent-guide/Tutorials/Cases/HowtoSendaNewOutboundEmail | How to Send a New Outbound Email]] | ||
*[[Agent-guide/Tutorials/Cases/HowtoSaveanEmailasaDraft | How to Save an Email as a Draft]] | *[[Agent-guide/Tutorials/Cases/HowtoSaveanEmailasaDraft | How to Save an Email as a Draft]] | ||
| − | *[[Agent-guide/Tutorials/Cases/HowtoCopyandPasteImagesintoEmail | How to | + | *[[Agent-guide/Tutorials/Cases/HowtoCopyandPasteImagesintoEmail | How to InsertImages into Email]] |
| + | *[[Agent-guide/Tutorials/Cases/HowtoInsertHyperlinksintoEmail | How to Insert Hyperlinks into Email]] | ||
| + | *[[Agent-guide/Tutorials/Cases/downloademlfile | How to Download an Email as an EML File]] | ||
| − | === Masking Data === | + | === Masking Data === |
| − | *[[Agent-guide/Tutorials/Cases/HowtoMaskSensitiveData | How to | + | *[[Agent-guide/Tutorials/Cases/HowtoMaskSensitiveData | How to Remove Sensitive Data from Emails]] |
| − | === Print === | + | === Print === |
*[[Agent-guide/Tutorials/Cases/HowtoPrintanEmail | How to Print an Email]] | *[[Agent-guide/Tutorials/Cases/HowtoPrintanEmail | How to Print an Email]] | ||
| − | === Retrieving Email from Queue === | + | === Retrieving Email from Queue === |
*[[Agent-guide/Tutorials/Cases/HowtoRetrieveanEmailfromtheTeamQueue | How to Retrieve an Email from the Team Queue]] | *[[Agent-guide/Tutorials/Cases/HowtoRetrieveanEmailfromtheTeamQueue | How to Retrieve an Email from the Team Queue]] | ||
*[[Agent-guide/Tutorials/Cases/HowtoRetrieveanEmailfromYourPersonalQueue | How to Retrieve an Email from Personal Queue]] | *[[Agent-guide/Tutorials/Cases/HowtoRetrieveanEmailfromYourPersonalQueue | How to Retrieve an Email from Personal Queue]] | ||
| − | === Reviewing Email === | + | === Reviewing Email === |
*[[Agent-guide/Tutorials/Cases/HowtoReviewanIncomingEmail | How to Review an Incoming Email]] | *[[Agent-guide/Tutorials/Cases/HowtoReviewanIncomingEmail | How to Review an Incoming Email]] | ||
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Latest revision as of 04:00, 29 May 2024
Cases and Email Tutorials
The Cases and Email section's tutorials explain how to use Agent Desktop to process customer requests made via email, as well as what to do with customer cases. Emails are bundled into cases when multiple email messages from the same contact are related to the same issue.
Articles
Accepting Email
Creating Cases
Follow-ups
- How to Use Pinned Cases to Send a Follow-up Outbound Email
- How to Use Cases to Send a Follow-up Outbound Email
Fonts
Handling Email
- Filtering Case History Content
- How to Close an Email without Replying
- How to Change an Assigned Email Service
- How to Compose a Reply
- How to Transfer an Email
- How to Forward an Email
- How to Send a New Outbound Email
- How to Save an Email as a Draft
- How to InsertImages into Email
- How to Insert Hyperlinks into Email
- How to Download an Email as an EML File