E-mail threading: how can we track e-mail history in PF HelpDesk?

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Problem Type : Features
Problem Category : Public Folder HelpDesk


For both manual and automatic conversion it is possible to add incoming e-mails to an existing ticket.

Manual conversion:

If you convert e-mails to tickets manually, you are asked if you want to create a new ticket or add the e-mail to an existing ticket.




Automatic conversion:

There are two ways of saving associated e-mails to a ticket automatically:
  • in subfolders
  • in the ticket body field
Enable one of them ‒ or both ‒ if you want to track e-mail history.




History in the ticket body
History in subfolders
Sent/Received e-mails concerning the case are integrated chronologically from bottom to top along with .html formatting and header.

 
The subfolders will be created automatically, and all e-mails concerning the same case will be saved to the same subfolder. If this option is checked, the PF HelpDesk ticket gets two new tabs for Sent and Received e-mails.

 

The subfolders are gathered under the PF HelpDesk folder in Outlook, and when they are too many they can easily be removed with the tool PFHDCleanSubfolders.exe.


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