CASE Module - email function
HI there,
I dont know if this has been asked or answered before as i couldnt find it on the forums.
Issue: when a new case is raised, it goes under case tab and everything is captured. Then how do i send emails to the client who raised case with the details of the case with updates. As in customer gets and email regarding case number, then as the stage changes different email is sent until solved. I can create different email templates for different stages. However no way to send email from case itself? The purpose is to monitor and the case in each stage and send update to client like an email below:
Dear ${Cases.Related To},
You have recently raised a case with us. Please see the details below:
Case Number
| Status
| Type
| Case Origin
|
${Cases.CaseID}
| ${Cases.Status}
| ${Cases.Type}
| ${Cases.Case Origin}
|
Description: ${Cases.Description}
A consultant will contact you shortly and make arrangements for this case.
If you have any questions or problems you are welcome to contact us at info@xxxx.com.au or call us on (02) xxxx xxxx.
please kinldy advise if something is there already in CRM currenlty or if there is workaround. If none please add this feature for
case and solution in the future updates.
thanks.
Zoho Partner
Moderation Update: Email support for Cases module is currently under active development and we're expecting it to go live by the end of Q3 2024. Stay tuned for further updates!
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