Differences

This shows you the differences between two versions of the page.

--- howto:email [2025/11/05 06:32]
216.73.216.151 old revision restored (2024/09/10 18:59)
+++ howto:email [2025/11/05 06:32] (current)
216.73.216.151 old revision restored (2020/01/06 23:33)
@@ Line 5: / Line 5: @@
 You will need to login to //FreshDesk// to send the email.
-.  Copy the email address from the CRM and switch to //FreshDesk//.
+.  In //FreshDesk//, click **New > New Contact**.
-.  Click **New > New Contact**.
 {{:howto:new_contact.png|}}
-.  Type
+.  Enter values into the **Full name** and **Email** fields. Click **Create**.
+You might see:
+{{:howto:contact_exists.png|}}
+If so, click **View Contact**.
+.  You will be in the contact record. Click **+ New ticket**.
+{{:howto:new_ticket_2.png|}}
+.  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.
+.  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|}}
+.  After sending your email, **Close** the ticket.
+{{:howto:close_2.png|}}

Dial Customer Solutions Internal CS Wiki