Welcome to the Fieldcode Manual
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Quick Start
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Release Notes
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Additional Knowledge
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Work place
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- What is the Ticket Pool?
- Ticket Pool Walkthrough
- How to use the Clipboard tab
- How to use the Ticket info tab
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- What can be done in the Ticket Pool?
- How to search for tickets
- How to link & unlink components together
- How to filter for tickets
- How to fine-search for tickets
- How to download ticket data as an .xls sheet
- How to copy filters / queries for colleagues
- How to email filters / queries to colleagues
- How to customize the Ticket Pool
- How to interact with tickets
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Admin panel
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- What is the Process menu?
- What is the Workflows menu?
- How to create & edit projects
- Automated Actions Walkthrough
- How to setup Custom Automated Actions
- How to setup preconfigured Automated Actions
- How to create & edit Conditions
- How to create & edit Indications
- How to setup Email templates
- How to create & edit the ticket duration
- How to setup Custom fields
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Mobile App
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Live Tracking
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Email (Workflow)
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The Email interaction (which can be activated by using the COMS interaction button) allows you to send mail or bulk mails to customers. Email templates that were configured by using email templates in admin panel can also be used in this tab for communicating with your customers.
Go to COMS → Email to activate the email tab in the ticket details.
- Click on the workflow button COMS.
- Click on Email.
Send email/s to customer/s
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- Click on the workflow button COMS.
- Click on Email.
After that you are able to fill in the form. You can choose whether to use a Email template or not. For learning about the configuration of Email templates go to the topic email templates.
- Select a template from the drop down.
- Insert from which Email address the Email should be sent.
- Insert to which Email address or addresses the Email should be sent.
- Decide to whom you want to CC (“Carbon Copy”) the Email, in case you want that.
- Decide to whom you want to BCC (“Blind Carbon Copy”) the Email, in case you want that.
- Insert the Email subject, in case you want to have one.
- Insert the Email content.
- If wished, select a template (that was created in admin panel via email templates) to be used for communicating.
- Click Send if you are done with the configuration of the email and if you want to send out the mail or mails directly.
- (Optional) You can also preview Mails by clicking the Preview button to check how your later sent mail will look.
- (Optional) You can clear all inserted contents by clicking the Clear button.
- (Optional) The Close button completely closes the Mail tab.
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