Email Correspondence

CORESense provides the ability to manage order email correspondence directly from an order. The benefit of managing email correspondence directly from the order is that it provides a single view into all email correspondence for a single order. Also, email templates, which can be used to create commonly sent emails such as order confirmation emails and shipping confirmation emails, are fully supported. See the Email and Document Templates to learn how to set up documents.

Search for the order using the search criteria in the Order Manager. Select the Order from the search results.

Click the Order section to which the email template is assigned. From the Actions box, click View Emails.

Communication through e-mail can be initiated and tracked from the Correspondence area. Users have the option to create an email or use a customized template for commonly addressed customer inquiries. Templates are created by the client and may not be available in all systems.

Create a Blank E-Mail

To send a general email, click Create Blank Email.

An email can be sent to any email address from any email address. The email remains in the correspondence section as a viewable thread for future reference.

Create an Email from a Template

To send an email from an existing template, select the template from the Choose Template drop-down list and click the Send button to preview it.

Make any necessary modifications and click the Send button to send the email to the recipient.

Emails can be categorized and the choices available in the Category drop-down are determined by the client. Other email features include Preview (allows user to see how the email will look to the customer), attaching a personalized signature, and setting a prioritization level.