The ability to send email from a request, task, and many other records is tightly integrated in 4me. These emails are then added as notes in that record. It is even possible to reply to an email note, or to any other note for that matter. As of now, it is also possible to forward […]
Category Archives: CSM
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Patrick Bakker
Configure Reply-To Header of Outbound Emails
It was already possible to specify the email address used in the From field of emails sent by 4me to the customers of an organization. Now it is also possible to configure the Reply to field for the outbound email service. The reason why an account administrator would want to set this to an email […]
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Patrick Bakker
Select a Default Email Template
Most of the email templates in 4me are available by default, but those that are necessary to send emails from requests, workflows, and other record types must first be created by an account administrator or account designer. It is even possible to create several of such email templates for one record type. This can be […]
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Patrick Bakker
CSM: Closely Integrated Email Functionality
In quite a few organizations that use 4me, email is still an important form of communication around the fulfillment of requests. This is often referred to as Customer Service Management, or CSM. For this reason, it is possible within 4me to send emails from requests (and problems, tasks, workflows, releases, projects, project tasks, and risks). […]