Case IQ Knowledge Base

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Reply to or Link an Email Thread

To read or reply to an email, click an email record row in the Emails grid (see Emails Grid Page) or the Emails sub-tab of the Activity tab on a Case's page (see A Case's Page). The following section will review all details on an Email Thread page, as illustrated in the screenshot below.

An email thread's page.

  1. Case number: a unique, system-generated number to identify the case.
  2. Email subject line: the subject line of the first email in the thread.
  3. Quick Reply button: click to reply to the latest email in the thread. See Send an Email in Case IQ for details on the New Email form.
  4. Options button: access additional email actions, including sorting the thread from oldest to newest messages. 
  5. Message preview: a condensed version of the messages in the email thread. 
  6. File attachments: click a file link to download any email attachments.
  7. Link button: click the Link button to see all linked records to the email. See more in the Link an Email section of this article.
  8. Reply button: you can reply to the most recent email in the thread by clicking the Reply button at the top of the page or reply to a specific email in the thread by clicking the Reply icon in the email's header. 
  9. Forward button: click to forward the email to another individual.

Clicking the Quick Reply, Reply, or Forward options will load another New Email form, where the previous email text is included in the “Body” (see Send an Email in Case IQ).

Link an Email

You can link an email with another record, such as a party, note, or file, for the same case to show a connection. For example, you could link an email to one of the case's emails to show that the task resulted from the email conversation. You can link an email to another record from its page using the following steps:

  1. Click the Link () button in the email's header.
  2. In the "View all linked records" pop-up, click the Link Records button. 
  3. Select a "Record link type" for the link. The link type indicates how the records are related to each other.
    1. Administrators can configure the available record link types in Settings, see Add, Edit, and Delete Record Link Types for details.
  4. In the grid, you will see all the case's records to which you have access. Select one or more records to which you want to link to the email. You can link up to 50 records with the email at once.
  5. When you have finished choosing the record link type and records, click the Link Records button. 
  6. The system will create the links in the background. When they have been created, the links you added will be displayed on the email's page, the other record's page, and the case's page under the Links tab.

Refer to Link a Case's Records for details on editing and deleting record links.