Create request from an email
Most likely you receive the majority of customer inquiries through your info@ and support@ email addresses. But sometimes customers send you a personal email with a question or a problem you need to deal with.
You can archive an email in your mail client inbox as a request in SuperOffice so you do not forget to follow up on the email. How this works, depends on if you are adding the email to a new or existing request.
Create a new request
Select the email(s) to archive. If you select more than one email, the steps below are repeated for each email.
Click the Archive email button on the toolbar, and Create request from the dropdown.
In the Archive as request dialog, select Create a new request.
In the Place request in this queue field, select the request queue. Each queue has a specific category and priority assigned to it.
Check the Remove from inbox box to remove the email from the inbox and move it to the Deleted items folder after it is successfully archived.
Click OK. A confirmation message appears.
- If the sender's email address is recognized, the request is automatically archived to the correct contact and company.
- If the sender's email address is not recognized, the sender is automatically registered as a new contact in SuperOffice Service.
In the confirmation message, select Click here to open request to view the request, or Close to dismiss.
Add a message to an existing request
Select the emails to archive. If you select more than one email, the steps below are repeated for each email.
Select Archive email > Create request on the toolbar.
In the Archive as request dialog, select Add message to existing request.
In the search field, type the ID or the beginning of the title of the request.
Press ENTER or click the button with the magnifying glass to start the search. The requests matching your search criteria appear in the Select request to add this message to field.
Select the request to add the email to.
Check the Remove from inbox box to remove the email from the inbox and move it to the Deleted items folder after it is successfully archived.
Click OK. A message appears to confirm that the request is updated. If the request had been closed earlier, it is now reactivated.
In the confirmation message, select Click here to open request to view the request, or Close to dismiss.