Incoming Emails
  • 07 Apr 2022
  • 3 Minutes to read
  • Contributors
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Incoming Emails

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Email replies from your customers can be found in the Incoming Emails tab on the Communications screen.

Navigating to Communications > Incoming Emails

Clicking the bell icon in the top-right menu bar will navigate to the Communications screen. The bell icon also shows the number of unread emails you have. When emails have been read, the icon count will decrease accordingly.

Communications For All Companies
If you have multiple companies in Credit Hound, the emails displayed here will be from across all companies. This means you do not have to log into each company to see the email responses from your customers.

Incoming Emails Grid

In the Communications screen, the Incoming Emails grid displays the list of emails received from your customers. 

IncomingEmailsGrid3

Note: Any unread emails will be displayed in a grey background color. Once read, the background color will change to white.

The columns in the grid are as follows:

Column NameDescription
FromShows the customer, name and email address that the email has come from.
SubjectDetails the subject line and the first few lines of the email body text.
DateThe date the email was sent.
ActionContains the actions Open Email which opens the details of the email and Mark as Read. Once an email has been read, the Mark as Read action is no longer available for that email.
Related Transactions
If the email sent via Credit Hound was linked to transactions, then those related transactions will show in this section, beneath the body of the email.

Sorting

Clicking on the Date column name will sort the email list in ascending order (unless this column is already in ascending order, then it will change the sort to descending order). Clicking on the Date column name a second time will sort it in descending order (unless it is already in descending order, then it will switch it to ascending order).

The small up/down arrows icon is displayed on the current sort column. If the column is sorted in ascending order, then the arrow pointing up is highlighted black. If the column is sorted in descending order, then the column pointing down is highlighted black.

Filtering

The Incoming Emails grid has very powerful filter options available. Data in the list can be filtered by clicking the Filter button located to the top-right of the grid. This will enable the filter boxes underneath the column names.

Click inside the relevant filter box and type in the value you want to filter by. Clicking the drop-down arrow to the right of each filter allows you to choose how that filter will be applied.

IncomingEmailsGrid_FilteredFiltered Incoming Emails

Clicking on the filtered column for Date will bring up a date picker.

DateFilter

Select the date you want to filter on. You can also combine this with the filter option by clicking the drop-down arrow to the right. For example, After April 4, 2022 will list emails after this date.

You can find further information on general filtering of grids at Sorting, Filtering and Exporting.

Reading Emails

To open up an email, click anywhere on the row or click on the button in the Action column and select Open . A dialog box will appear with full email details.

Note: These emails will also appear in the Activity View on the Customer Screen.

Replying to Emails

  1. Reply to an email by pressing the Reply button.
  2. The Send Email dialog box appears.
  3. Type in your reply. You can insert fields using the Custom Fields button.
  4. Click Send.

Note: If you use any Custom Fields in the reply, the Related Transactions fields, such as the Transaction Ref, will be populated with the value from the original email thread.

Incoming Email Attachments

Email replies from your customers may include attachments. For example, your customer may have replied to your email advising that payment has been made and attached a copy of their Remittance Advice.

If an incoming email has an attachment, you can see an indicator next to the From column of the Incoming Communications grid, showing the number of attachments on the email.

Attachment Icon for Received Email

 When opening the email, if there are attachments that have been sent by your customer, you can view the filename and extension towards the top of the email.

Received Email with an Attachment

Click on the attachment name to download the attachment to your computer.


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