Receiving and processing emails
How Kolleno handles incoming emails and assigns them to customers
9 articles
- Change Your Email Assignment RulesReorder, turn on or off and adjust the rules that match incoming emails to customers, and restore an earlier version.
- Test Assignment Rule Changes Before You SaveSee where your recent emails would go with new assignment rules before you apply them.
- Ask Maestro to Improve Your Assignment RulesDescribe a problem, or let Maestro study your team's corrections, and get suggested changes to your email assignment rules.
- Auto-forward the emails receivedSet up auto-forward on emails that would usually be received by the Kolleno platform.
- Replying or forwarding an email does not contain the threadMissing the email thread with your Microsoft emails integration.
- Understand the Reason an Email was Assigned to a CustomerFind out the history of why an email received is present on a Customer timeline.
- Download the actual Email Sent or ReceivedGet the original email file received in Kolleno.
- How Kolleno Assigns an Email to a CustomerThe rules Kolleno checks, in order, to match an incoming email to a customer, and what happens when no rule matches.
- Will Kolleno log my reply if I was CC’d on an email sent from Kolleno?Replies from your personal business email address are logged if the Kolleno address stays in the recipients list.