Preview an email from the Emails related list

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Preview emails directly from within cases. With this capability, you can select case-related emails and read the details in full view.

    Antes de Iniciar

    Role required: sn_customerservice_agent

    Por Que e Quando Desempenhar Esta Tarefa

    For information about adding or modifying actions on a form, see the following topics:

    Procedimento

    1. Open CSM Configurable Workspace.
    2. Select and open a case.
      The case opens up in a new tab.
    3. Select the Emails tab.
    4. Select an email to preview from the Emails list.
      The email opens in a sub tab and displays the details.

      Details tab displaying email information of a case record.

    5. Select Reply or Reply All to reply to the message you’re viewing or select Forward to forward the email.