Action Forward email

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

Hint:

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

You define the start of the process step in the top left-hand corner. Here you can choose between the start “After completion of the previous” or after “x days after previous”.

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 address.

Responsibility

For the responsibility, you can choose between the process owner, the maintainer of the property or address data record linked to the process (provided, of course, that a property or address data record is linked to the process step) or a user. The process step is then visible to the person responsible under the running process and must then be created and completed by him.

House and address symbols

You use these two symbols to decide to which property or address this process step refers. Any activity / agents log entries are then made in these data records.

Further receiver 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 text ‘Next recipient in CC / BCC’ is displayed in red.

Text for note in forwarding

A note text for the recipient can be stored here.