09-15-2008 07:14 AM - edited 03-14-2019 02:53 AM
I need to customize the email manager agent desktop so that agents can forward a message to an internal email. I can't use the CC field because that will send sensitive infomration out to the web which I'm not allowed to do. Also once you have replied to a message, that message is gone from email manager. How do I access it for forwarding once it has been replied to by an agent?
Can anyone help with this?
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09-15-2008 11:53 AM
There are multiple options that we've used, the first and easiest is to use the BCC: field (blind copy), then the sensitive information (internal email address) isn't shown to the recipient. Another option would be rather than send, use the Send and Keep Current option. This will send the immediate reply, and allow the agent to forward on to the internal address. If neither of those would work for you, then the only other option that I can think of would be to search for the email message by tracking number, unarchive it and forward it on, and then rearchive it.
09-15-2008 11:20 AM
You can manually search for that email using the search option. However, to write a rule, I don't think this will help.
If after sending an email, the agent searches for this email by tracking number/subject etc, they can then send an internal email.
Does this help?
09-15-2008 11:53 AM
There are multiple options that we've used, the first and easiest is to use the BCC: field (blind copy), then the sensitive information (internal email address) isn't shown to the recipient. Another option would be rather than send, use the Send and Keep Current option. This will send the immediate reply, and allow the agent to forward on to the internal address. If neither of those would work for you, then the only other option that I can think of would be to search for the email message by tracking number, unarchive it and forward it on, and then rearchive it.
09-16-2008 04:59 AM
This send and keep current option is what I needed. This should work well.
Thanks,
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