The Interface

Here is a description of the parts of the email interface that you are likely to see. (Your setup might differ depending on the kind of implementation your company has.)

Advanced email handling in Syntelate XA

  1. Information (shows whether email has been parked, transferred, etc.)
  2. Grid of emails composed but not yet sent (New Emails)
  3. Grid of emails received/sent (Messages)
  4. Completion buttons
  5. Mark record for sensitive information
  6. Park/transfer email
  7. Create new email interaction record (for an “unsolicited” outbound email)
  8. Customer history tab
  9. Email info tab
  10. Buttons to create a new outbound email (NEW EMAIL, REPLY, FORWARD)
  11. Attachment (if any) for email selected in the Messages grid
  12. Email selected in the Messages grid
  13. Print email selected in the Messages grid
  14. Customer search
  15. Open address book
  16. Formatting toolbar
  17. Snippets toolbar
  18. Editor for outbound email
  19. Attach a file from your computer
  20. Options to control whether email sends when parking/transferring