Preliminary settings

Perform initial setup before working with cases.

• Register and set up a list of mailboxes for the support service. Read more >>>

• For the cases to not be registered by “junk” emails, set up “junk” case registration. Read more >>> 

• Configure automatic definition of category for cases registered from incoming emails of shared email accounts to speed up classification of new incidents. Read more >>> 

• Set up automatic notifications to case contacts about their case status change, contact notification rules and email templates. Read more >>> 

Note

You can set up closing the case page and transferring to the list of the [Cases] section after you modify the page and save your changes. To do this, select the [Close on save] checkbox in the [Case statuses] lookup. Read more >>>

Contents

•Shared email account setup

•“Junk” case registration setup

•Automatically categorizing cases registered from email

•Automatic emailing setup

Video tutorials

•Application processing