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  • Click on the "Send Update" command from the toolbar.

  • From: There are two options for sending mail. The first is using the channel e-mail address, and the second is using the user e-mail address.

  • To: The address to be sent is entered.

  • Cc: The address to be sent is entered.

  • Subject: Enter the subject of the e-mail.

  • Attachments: Add any e-mail attachments such as documents etc.

  • Select: Case documents are listed in this section. Choose the attachment that you want to add to the e-mail.

  • Message composer dialogue will be shown. Recipients are automatically filled from the case people but you can add additional recipients if needed.

  • Fill out the message and click Ok. Message content can contain rich elements like font styling, tables or links etc.

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Activity Stream

All activities are listed in this section, like e-mail, notes etc.

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  • Within a duration,  specifies of duration day, hour or minute.

  • Specific date-time.

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Case Links

Case links allow linking other cases as a child, related or duplicate. To link a case, please follow these steps;

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The current case will automatically be closed and the selected cases will be listed in Case Links as duplicates.

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