• 3.10 • 3.11 • 3.12 • 3.13 • 3.14 • 3.15 • 3.16 • 3.17 • 3.18

How to Review an Incoming Email

After you have accepted or retrieved an email for processing, normally your first step will be to review its content. Below is the recommended order of email content analysis.

First, check the email subject that is displayed above the email message body in the Message tab of the Reading Pane. If the subject line has an email thread identifier, this is an indication that the email is part of an existing case.

Email subject with a thread identifier

If you see an email thread identifier, this means that the email is part of an existing case and you may want to review the case history before replying. To review the case history, click the History tab. All incoming , transferred , and outgoing emails related to this case will be listed in the chronological order. Any notes that you or other agents provided with respect to this case will also be listed with the notes icon . You can select any particular message to view its content in the message body area. To return to the current message, click the Message tab.

Note: Sometimes it may be convenient to see just the notes related to the case you are reviewing. To see all notes related to the current case in a single view in chronological order, click the Notes tab above the Reply Editor.

If the email subject does not contain a thread identifier, this is an indication that the email is a new customer request and a new case has just been created for this request in the system. The case number will be displayed in the Case tab above the Reading Pane.

Case number

Your next step will be to review the email message itself and understand how this email should be processed. Note that some emails may contain attachments that may also have to be reviewed before any further processing steps. If the email was sent with attachments, the file names of those attachments will be listed in the Reading Pane under the main message body.

Attachments

To open an attached file, click its file name in the Reading Pane. The exact attachment viewing process depends on a number of factors including the type of file, your computer settings, and your company security policies. You will receive detailed instructions about working with email attachments from your system administrator.

Incoming email interactions can also be accompanied with web pages and forms that can provide additional information about the requested service. In this case, you will see a URL tab next to the Case tab above the reading pane. To view the web page content, click the URL tab. The content of this tab depends entirely on the type of services that you provide and is not discussed in this guide. If this tab is displayed for emails that you handle, you will receive detailed instructions about its content from your system administrator. See section Understanding Screen-pop for more information.

URL tab

You can also look for information related to the content of the incoming email in the Knowledge Base. In the Reading Pane select a fragment of the original email that is likely to be found in some articles of the Knowledge Base (e.g., a product name or model number). Click the button. The Knowledge Base will display a list of articles that contain phrases matching the selected fragment. For more information, see section Knowledge Base.

Reading Pane with selected text and Search Knowledge Base button

< Previous | Next >< Previous | Next >