Skip to main content
Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.

 

How to use "Advance Email" and "Emails" options under Communication

  1. Last updated
  2. Save as PDF

One of the means to communicate with the Client is through email wherein there are two options for for it under the Client Info:

 A. “Advance Email” - This option will direct you to the “Email Details” to compose an email.

clipboard_e69ffd46105558249fcdb230f4520df8c.png

B. ”Email” - Hovering your cursor on this option will provide you the drop down for the following sub-menu:

clipboard_ec63690abf883313494e71edfe99ff582.png

List - This will provide you the list by sending and received emails which you could sort based on the drop down list.

clipboard_e03e16c256f33290eb43d93e9e588e524.png

To view  and to make an action on an email message, click on any of the hyperlink.

clipboard_eeed2c17f04840101465ac78b2999239a.png

Email Forms - This option will ask you to be directed to the  Recent case or List of all cases for the client.

clipboard_e50d14e50737380b9da165eddc8bf2bfb.png

Compose Email/ Request Docs / Email Questionnaire - This option has the same feature as “Advance Email”.

clipboard_ec587bfe8351964bb6c04f36a56be8e82.png