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Forwarding a Message

A single message from your Inbox, Sent, Deleted, or Archived folder may be forwarded to other designated staff in a message, along with the name of the original message taker, recipient, date, and time. You may modify any field on the message before forwarding it. This is useful if you need to change fields or send a message to other staff who weren't recipients of the original message.

To forward a message:

  1. From the Messages tab, choose the folder that contains the message you wish to forward.

  2. Double-click the message or click the expand icon

    on the preview pane to display the Message Details tab.

  3. Click the Forward button on the detail view or on the preview pane.

  4. A Forward Message tab will display with entered fields from your original received or sent message, excluding To and Cc. The notes text field will contain a double-dashed line separating the original message and a space where you can enter new message text.

  5. Once changes have been made, click the Send button to forward the message to the designated staff or click the Post and Send button to first post the message to the Notes tab of the linked Case # and then forward it to the designated staff.

  6. The message will be sent to the listed staff and a copy will be placed in your Sent folder.

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