View Correspondence History

Case Correspondence is where you send emails, check for new emails, and have all relevant correspondence stored automatically for future investigation. 

Emails (from APP SETTINGS > Mail Templates) sent from within the case (e.g. sending the Appointment Confirmation email) are automatically logged into Case Correspondence.  Additional communications can be logged in Case Correspondence manually or through Auto Mail Syncing.

Auto Mail Syncing

This function allows external emails sent via your integrated email application to automatically sync into the case correspondence list.

To trigger this function, include in your email’s title the keyword “Case No:” along with the case number (eg. “Case No: 001726”). Kawaconn will automatically list that email in the Case Correspondence section.

Tip: Copy/paste the case’s Summary on the right of the screen into the Subject line is a useful habit. The summary helps to trigger this function, and also includes all information you need for future investigation.

Viewing Case Correspondence

You’ll see past correspondence back and forth with the client displayed as a list.

1. Under each subject, there’s a clickable Details button. Click on one and a window will appear, displaying details about the correspondence.

2. Click Close once you’ve finished viewing.

Tip: Although you can adjust case correspondence, we encourage you to add new ones instead. This allows not just you but your colleagues to track the case more easily.

Exporting Case Correspondence

By clicking Export Case Correspondence, the system will save all emails on the list into an Excel file, for data management purposes.