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Emails Grid Page

You can review all emails sent by users in a grid on the Emails Grid page based on your user role’s permissions. Access the Emails Grid page by clicking the Emails tab on the left sidebar. The main elements on the Emails Grid page are numbered in the screenshot below and descriptions are provided following the image.

1) filters above the grid. 2) the grid. 3) Add Email button above the grid. 4) Search box above the grid. 5) Number 2 icon in the Count column. 6) checkbox beside a case record in the grid. 7) page numbers and number of records under the grid.

  1. Emails Grid filters: you can filter the Emails Grid to narrow down the emails displayed in the grid. The "Date Sent" filter is available by default. You can add more filters by clicking the Filter Menu button (), selecting the fields by which you want to narrow down the grid data, then clicking Done. The filter menu includes all email fields. You can also change how the grid displays emails using "View":
    • The “Threads” option groups emails in the same conversation in one row to consolidate the Emails grid. “Threads” will be selected by default and is shown in the screenshot above.
    • The “Messages” view shows one email per row, meaning that every email in the same thread will be displayed.
  2. Emails Grid: each row represents one email or email thread, depending on the “View” selected. Click an email row and the Email Thread page will be loaded (read Email Thread Page). You will only see emails on the Emails grid that you have permissions to access.
  3. Add Email button: navigates you to the New Email form to send an email (read Send an Email in Case IQ).
  4. “Search content…”: enter text in the search box and the grid will pull all emails that (1) contain the text and (2) you have permissions to access (read Grids for details).
  5. Email thread count: the number in the “Count” column shows how many emails are in the email thread, or emails with the same subject line. The number will increase when replies are sent to an email. 
  6. Select emails: click the checkbox to select the email row and access additional grid actions (read Grids for details).
  7. Grid pages: navigate through the grid results using the page links below the grid. The number of records based on your filters and search criteria is shown at the right bottom corner of the page.