Creating a Follow-Up Message

You can send a follow-up message to answer the first questions of an e-mail immediately and send additional responses with answers to remaining questions at a later time. Follow-up messages are similar to originated messages in that if you apply No Answer Message to a follow-up message, you cannot access it again. Do not use follow-up messages to record information about an interaction with a customer. Use notes or contact records.
 

Note: The follow-up option is available for completed e-mail messages, including no-answered messages in the Find Results and Customer History windows. The follow-up option is not available for originated messages.

 

 

Note: Follow-up message are treated as originated messages; originated message do not get escalated.

 

To create a follow-up message

  1. Select the mail message that you want to create a follow-up to.

  2. To create the follow-up message do one of the following:

    1. Select the Create Follow-up Message check box in the Outgoing Message window.

    2. Select a message and on the toolbar select Message -> Outgoing Message -> Create Follow-up Message.

    3. Right-click a message in the Customer History window and select Create Follow-up Message.

    4. Right-click a message in the Find Message Results window after conducting a search and select Create Follow-up Message.

  3. Create the message.

  4. Send the message.


Learn about follow-up messages.

 

How do I answer a message?

 

How do I view customer history?

 

How do I use message history?

 

How do I find a message by department?

 

Learn about forwarding and tracking a message.

 

Can I remove a message without answering it?