The back-and-forth email communication of a case is documented in the “Emails” section of a Case.

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Because the Case Notes section of a case compiles all communication avenues of the case, emails will also show up in this area:

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When a new incoming email lands in a Case you own, you will get an email notification alerting you of the new email:

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Emailing Out of a Case

There are two ways to email out of a Case:

1. Emails Related List

   1. Open an email from the Emails Related List

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   2. Click the Reply All / Reply / Forward Button

      1. Select the appropriate email action

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      2. Edit and send your email

         1. You can “expand” your email to make it larger

         2. You can add other emails/cc’s/bcc’s

         3. You can attach files

         4. You can pull in templates

         5. Click the “Send” button when you are ready to send the email

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2. Activity Tab

   1. Click on the ‘Activity’ tab

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   2. Click on the “Compose” button

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   3. Edit and send your email

      1. You can “expand” your email to make it larger

      2. You can add other emails/cc’s/bcc’s

      3. You can attach files

      4. You can pull in templates

      5. Click the “Send” button when you are ready to send the email

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Personalizing Your Email Signature Line

You can personalize your email signature line the defaults in all of your cases by following these steps:

1. Click on your profile link and click “Settings”

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2. Click on the “Email” drop-down

   1. Click on “My Email Settings”

   2. Customize your email signature

   3. Click on the “Save” button

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