Click on Add Case Correspondence.
A window will appear, displaying details about the correspondence:
a. Tick boxes saying who can and cannot view.
Tip: Allow Staff PIC to View is automatically ticked. We advise leaving it as-is.
You can tick or untick to allow CMs or Specialists to view this case correspondence.
b. Type of correspondence (email, SMS, phone, etc.)
When communication is not done through emails, you can click on this section and choose accordingly.
c. Content Category
What was the communication in regard to? Was it about case booking, confirmation & rescheduling, or anything else? You can label it for easier future investigation.
d. Sender Type & Contact Email
As the person is chosen, their contact email (if available in the system) will appear automatically. The email will be sent from this email address.
e. Receiver Type & Contact Email
As the person is chosen, their contact email (if available in the system) will appear automatically. The email will be sent to this email address.
f. Date/Time
The date and time at which the email is to be sent.
Tip: These fields are automatically created at the time you clicked Add Case Correspondence at the beginning. You can adjust accordingly to schedule the sending at a later date/time.
g. Subject
The email subject.
Tip: copy all information in the Summary section on the right, and paste it in so you can keep track of things more easily in the future.
h. Content
The content of the correspondence.
Fill in these blanks, choose sender/receiver, draft your mail, and click Send. If it is not an email and you are not sending anything, just click Save.
If the mail needs double-checking, click Save instead. You can come back, click Details, edit, and send later.
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