Company administrators can define the set of optional features that are available to agents on the email text editor that is used to read emails and generate responses.
Company administrators must have the Email Editor Options: Modify privilege to configure email editor options.
Note: The email channel is a licensable feature of the system.
Configure email editor options: #
- Click System > Email Editor Options on the menu bar. A list of the email editor options is displayed.
- To enable the options that will be displayed to this company’s agents on their email text editor, tick the appropriate checkboxes.
- To disable an email editor option, untick the checkbox.
- To reset the email editor options to the default settings, click Restore Defaults. This resets all of the options, not just the options on this tab.
- Click Save Changes
Default options: #
By default, the following settings are enabled:
- Styles: Bold, Italic, Underline, Strike
- Lists: Ordered, Bullet
- Indents: Indent -1, Indent +1
- Headers: Header 1, Header 2, Header 3, Header 4, Header 5, Header 6, Normal
- Colours: Colour
- Font: Font
- Align: Align
- Attachments: Link, Image, Video.
What can be defined: #
You can define:
- Styles
- Code Blocks
- Lists
- Scripts
- Indents
- Direction
- Sizes
- Headers
- Colours
- Font
- Align
- Clear Content
- Attachments
- Note: If attachments are set and files that can be attached to emails have been defined (Agent Assets > Attachments), a paperclip icon is displayed to agents in their email text editor. If an agent clicks on this icon, a dropdown list of pre-defined files is displayed, which may be selected to attach to their response email.
Note: To enable an agent to attach ad-hoc files from their own PCs (such as an invoice or a contract) to emails, you must assign the Dynamic Email Attachments privilege to their user role (Staff > Roles > General). |