Overview
The Mail feature allows users to view their Outlook inbox emails directly in ZenCase without having to leave the application.
Once on the Mail list page, you can perform various actions:
View Mail
Compose And Send Email
Reply To Email
Forward Email
View Mail Folders
Create Custom Folders
Create And Use Templates
Associate Matters To Email
Create And Use Signature
Filter Emails
View Emails From Matter Page
Sort Mail
How to View Inbox
Important Note: Your account should be connected to Outlook. If you are not connected to Outlook, you will see a "Connect" button which you can click to connect to Outlook.
Go to the Mail list page by clicking on the "Mail" button in the left navigation sidebar.
You will be redirected to the Inbox folder page.
You should be able to see all incoming mail on this page.
Click "Sort" button to sort mail by date, subject or importance.
You can perform various actions with incoming mail:
Mark as read
Mark as unread
Add matters
Remove matters
Edit priority
Move to other folders
Click on message on the left side.
You will see message details on right side.
From message details you can:
Reply to message
Reply all
Forward message
Mark message as important
Move message to Deleted folder
Move message to Archive
Change matters
Edit priority
Move message to another folder
Download message
Add task
Edit tags
Mark message as unread
In the top left, click on the three horizontal lines icon. This will open a left sidebar that will show all of your subfolders for your Inbox root folder.
There will be an arrow icon ">" next to the word "Inbox" that you can click to open up all of the subfolders.
If you have any questions, please feel free to contact us.