The Outgoing E-Mail form appears when you click Reply or Reply to All on the Incoming E-Mail form. By default, this form displays the Contact History tab on the right pane.
For information on how to create a new outgoing e-mail, see Outgoing E-Mail Procedures Overview.
The following table defines the available functions on the Outgoing E-Mail form:
Action |
Function |
Spelling |
Enables you to check the spelling of the text by using an interactive Spelling Checker. Note: Genesys Desktop creates a single dictionary for each agent. Any additions or changes that you make affect only your personal dictionary. If you are working at a different workstation, you can still access your personal dictionary, provided that you are logged in under your unique user name and password. Changes that you make to the Spelling Checker options take effect immediately, and they remain in effect until you modify them. See also Using Spelling Checker. |
Transfer |
Transfers the outgoing message to another agent or queue. For details, see Using Transfer for Outgoing E-Mail and Chat. |
To |
Enables you to select a contact's address from the Find tab. |
From |
Drop-down menu offers a choice of e-mail addresses. |
Attach |
Includes the specified attachment with your e-mail. |
Save & Close |
Saves the current e-mail message in the E-mail Draft section, and closes the Outgoing E-Mail form. You can retrieve it from this section later. |
Save |
Saves the message as a draft e-mail in the Universal Contact Server database. The message is not closed nor sent. |
Delete |
Deletes the e-mail message and returns you to the original screen. |
Send |
Sends the completed outgoing e-mail message to the contact. |
Auto Suggest |
Enables you to insert context-related Standard Responses that are suggested by the Auto Suggest tab. See Auto Suggest Responses.
|
Notepad |
Enables you to enter comments about the current e-mail and store them in the Contact History. The text does not appear in the e-mail message. The reason for transferring an interaction is added to the Notepad automatically. See Using Contact History Overview and Using Notepad. |
Attached Data |
Provides information about an interaction, such as an account number or type of service. See Attached Data. |
Custom Data |
Custom data contains additional information related to the interaction. You can modify, but not add or delete, custom data. |
Disposition Code |
Disposition Code contains a checklist of options that you can click to specify the outcome of the interaction. Your system might be configured so that you cannot click Mark Done until you have selected a disposition code. Your system might be configured so that this tab is not displayed. |
Use the Formatting Toolbar to change the appearance of your text and the layout of your e-mail message.
Note: The Formatting Toolbar is available only if your system is configured to display it.
Button |
Function |
|
Click to cut selected text. |
|
Click to copy selected text. |
|
Click to paste your selection if your system is not configured to paste both raw text and html formatted text. |
|
Click to paste your selection if your system is configured to paste raw text and html formatted text. |
|
Select a font for some or all of the text in your message. |
|
Select a font size for some or all of the text in your message. |
|
Click to select a different text color for some or all of the text in your message. |
|
Click to make some or all of the text in your message bold, italic, or underlined. Click again to remove formatting. |
|
Click to create a bulleted list. |
|
Click to create a numbered list. |
The right pane contains two sub-panes, Customer Records and Resources, which contain tools that are common to the different types of interactions. Toggle between these sub-panes by clicking the appropriate button.
The Customer Records pane enables you to access the database of contacts, and the Contact History for each contact. If collaboration is enabled, you can use the Collaboration tab to invite other agents to collaborate with you on an interaction.
The Resources pane enables you to access the Standard Responses database, which contains prewritten responses that you can use during an interaction. You can customize a response to fit the current interaction.