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howto:email

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howto:email [2026/06/20 23:50]
216.73.216.49 old revision restored (2026/03/22 01:06) 		howto:email [2026/06/20 23:53] (current)
216.73.217.112 old revision restored (2026/03/22 01:06)
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 You will need to login to //FreshDesk// to send the email. You will need to login to //FreshDesk// to send the email.
  
-1.  In //FreshDesk//, click **New > New Contact**.+1.  Copy the email address from the CRM and switch to //FreshDesk//. 
 + 
 +2.  Click **New > New Contact**.
  
 {{:howto:new_contact.png|}} {{:howto:new_contact.png|}}
  
-2.  Enter values into the **Full name** and **Email** fields. Click **Create**.+3.  Enter values into the **Full name** and **Email** fields. Click **Create**.
  
 You might see: You might see:
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 If so, click **View Contact**. If so, click **View Contact**.
  
-3.  You will be in the contact record. Click **+ New ticket**. +4.  
- +
-{{:howto:new_ticket_2.png|}} +
- +
-4.  Enter values for the **Subject** and **Description** fields. Click **Create**. At this time the customer will be notified via email that a new ticket has been created but it will not display any of these details. +
- +
-5.  Click the **Reply** button within the ticket to send your email. If you entered any important details into the Description field, they will need to be repeated here. +
- +
-{{:howto:reply.png|}} +
- +
-6.  After sending your email, **Close** the ticket. +
- +
-{{:howto:close_2.png|}} +
- +
howto/email.txt · Last modified: 2026/06/20 23:53 by 216.73.217.112

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