FAQs in this section
Can I create leads, contacts, and organizations using incoming emails?
How can I compose an email?
Can I insert links in my email?
Is there a way to embed an email template while composing emails?
How can I set up my signature for outgoing emails?
Can I attach a file to my email?
Is there a way to schedule emails?
What actions can I perform on emails in the email list?
What actions can I perform on an email?
How can I set up an outgoing server for emails?
Where can I check my mails?
Can I import emails?
Can I set up a reminder to follow-up on an email?
How can I add a CNAME record?
Why are my emails bouncing?
What happens when a hard bounce occurs?
What is an email client?
What happens when an email is forwarded to Mailroom?
What is the email limit in Vtiger CRM?
Can I mark unassigned emails as Done?
How can I increase the number of Helpdesk IDs?
Does the CRM provide automated email tracking or logging for capturing communication history related to opportunities?
How do I create an email template in Vtiger CRM?
How do I edit a template using HTML source code in Vtiger CRM?
How do I duplicate email templates?
How do I delete an email template in Vtiger CRM?
What actions can I perform in an email?
How do I set up My Mailbox with the auto-forwarding option?
What is the purpose of an Email Feedback Loop?
How can I setup my Reply-To email for cases and ad-hoc emails?
What is the maximum number of email addresses I can add to the To field when sending emails from Quotes or other modules in Vtiger CRM?
When adding multiple contacts to an email, will the merge tags for personal identity (name, email, phone) be taken from the first contact listed?
How do I include FAQs when composing or replying to emails?
Table of Contents
You can send FAQs while composing a new email, replying to an existing one, or responding to a specific case. For this example, we will send an email to a case.
Follow these steps to share FAQs:
Follow these steps to share FAQs:
- Log in to your CRM account.
- Click the Main Menu.
- Go to the Cases module. The List View of the Cases module opens.
- Open the record you want to email. The Summary View of the record opens.
- Click Email on the top right corner. The Compose Mail window opens.
- Click Insert Links.
- Select Insert FAQs from the drop-down. The Select FAQs window opens.
- Enter or select the following information to add FAQs:
- Search Bar - Use the Search Bar to find the FAQ you need by typing keywords or selecting a category.
- Categories - Click the Categories and pick the category that matches your topic to see related FAQs.
- Copy - Click to copy the FAQ and paste it into your email where needed.
- Insert - Click Insert to add the FAQ automatically, and it will appear in the email.
- Click Send.
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