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Message Details

Messages in your Inbox, Sent, Deleted, and Archived folders can be opened from the Message Task Pane or by double-clicking an item from the list view. Multiple Message tabs may be open but only a single message may be opened at one time.

NOTE: You must have Enabled permissions to Messages > My and/or Others to view messages.

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

  2. Double-click to immediately open the message.

  3. A Message Details tab will display with all the fields from the message.

Select the linked Case #/Intake # to show a preview of the Case or Intake in the right pane.

Double-click the linked Case # or Intake # to open the Case tab of the linked case or the Intake tab of the linked intake.

In the Message Detail View, click to Reply, Reply to All, Reply/Delete, Forward, Post to Notes (when a Case/Intake is linked), Resend (from Sent folder), Move to another folder, Delete or mark the message as Unread/Read. Close the message by clicking the X on the Message Details tab.

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