Action Forward email

By clicking the action“Forward email” the following mask appears:

Notice:

Please note that the process step ‘Forward Email’ only works if the process is started by an autostart on an email activity or manually from an email.

The following input options are available here:

Start

At the top left, you define the start of the process step. Here you have the choice between starting “after the end of the previous”, “x hours after the end of the previous” or “x days after the end of the previous”. If you select “x days/hours after the end of the previous”, another field appears in which you can enter the number of days/hours of the time offset.

Dispatch

In this selection point you decide whether the email should be sent manually or automatically.
If the sending is set to “automatic”, a “fixed sending time” of the email can be defined.

Signature

Select whether the mail is sent with or without the signature of the person responsible for the contact.

Responsibility

In the case of responsibility, you can choose between the person responsible for the process, the person responsible for the property or contact data record linked to the process (the prerequisite for this is, of course, that a property or contact data record is linked to the process step), or a user. The process step is then visible for the corresponding responsible person under the running process and must then be created and completed by this person.

House and contact symbols

You use these two icons to decide which property or contact this process step refers to. Any activity / agent’s log entries are then made in these data records.

Next recipient in CC/BCC

These two selectors allow you to specify CC (Carbon Copy) and BCC (Blind Carbon Copy) of the email. If you have made a selection here, the font ‘Next recipient in CC / BCC’ will be displayed in red.

Text for note in forwarding

A note text for the recipient can be stored here.