Caseblocks provides comprehensive email functionality that allows you to send and receive emails directly within the platform. Email conversations can be linked to cases, making it easy to track all communication related to a specific case.
Overview
The Email feature in Caseblocks includes:
- Inbox Management - View and manage incoming emails from configured email accounts
- Response Templates - Create reusable email templates for consistent communication
- Case Conversations - Link email threads to cases and manage all case-related communication in one place
- Email Assignment - Assign emails to cases to keep your workflow organized
- Archiving - Archive emails to keep your inbox clean while maintaining access to historical messages
Key Features
- Centralized Communication - All email communication related to cases is stored and accessible from the case record
- Template System - Use response templates to quickly send standardized emails
- Attachment Handling - Email attachments are automatically stored and linked to cases
- Search and Filter - Find emails quickly using search functionality and saved searches
- Archive Management - Keep your inbox organized by archiving processed emails