From a claim, you can quickly compose and send an email to a customer.
Prerequisites: you need to have Outlook integration enabled.
On claim details, click on Email icon.
It will open Compose Email screen.
You need to provide the following information:
Related Records: The current Account and Claim are default added for you so that you can track this email later.
From: your email address.
To: Your customer’s email is default added for you.
Template: select existing email template to use.
Account: the current account is default selected
Entity and Search box: if you want to embed more information about Policy or Quote, use this.
Subject
Body: your email message
Account’s documents: select account’s document to be attached and sent with the email.
Attachments: attach other documents to be sent with the email.
When you’re ready, click Send to send the email.
You can track the sent email under Emails tab of Account or Emails tab of Claim details if you specify those under Related Records field.