Emails and tickets
In Daktela, all emails must be part of a ticket. When you send a new email and don't assign a ticket to it, a new ticket will be created automatically. There can be more than one email in a ticket.
For incoming emails, see Tickets.
Compose a New Email
To compose a new email, click the New email button at the top of the Main menu on the left side of your screen.
A new tab labelled New email will appear in the static panel. See Email details for instructions on how to manage the email.
From the CRM Module
Open the CRM module in the main menu and go to Contacts on Accounts.
Find the Contact or Account you would like to email and open their detail. See CRM for detailed instructions.
Click the Email icon next to the Contact or Account email address. A new tab with your email will appear in the static panel. See Email details for instructions on how to manage the email.
From a Ticket
Open the Ticket module in the main menu.
Open the ticket that you would like to send an email from. See Tickets for detailed instructions.
Click the green Email button in the top right corner of the ticket and choose the customer's address that you would like to email, or select Other email if you would like to use a different address. A new tab with your email will appear in the static panel. See Email details for instructions on how to manage the email.
If your ticket contains past emails, you can also send an email from one of those.
Click Reply or Forward. A new tab with your email will appear in the static panel. See Email details for instructions on how to manage the email.
If you would like to see the history of your communication with the customer you can find it in the contact column by clicking the symbol Customer Journey.
The Email detail screen may contain different widgets set up in different order. The Email widget and the Ticket widget are the only mandatory ones.
Contact and Account Widgets
The Contact and Account widgets display CRM information about the customer and the company they are calling from.
View the record in the CRM module. Click the activity tab in the top bar to return to the activity.
Edit the CRM record in the CRM module. Click the activity tab in the top bar to return to the activity.
Unpair the CRM contact from the activity.
Open the given CRM module info in the background. Click the Home button to view it.
If the phone number is associated with more than one contact, a list will appear at the bottom of the widget. Click the Link button to switch to the selected contact.
Open SLA settings in the background. Click the Home button to view them.
Click the Activities tab in the header to view the contact's past activities.
Open activity detail. See Activities for more detail.
If the customer's phone number is not saved in the CRM module, the Contact widget will be open on the Activities tab.
Click Add new contact to open the CRM module and create a new entry. See CRM for more details.
Use this widget to assign an existing or new ticket to the call. If a ticket has already been assigned, the widget will display it.
Search for a ticket.
Filter your favourite tickets.
Filter your tickets.
Filter the current contact's tickets.
Filter the current account's tickets.
Create a new ticket.
Open the ticket in the Ticket module. Click the activity tab to return to the call detail screen.
Customer journey – see the contact's history.
Assign the call to the ticket.
You can apply multiple filters to view only tickets relevant to your call.
Once you assign a ticket to the call, the widget will display the ticket details.
The Calendar widget displays your scheduled events. Days coloured blue contain events. The selected day is bold. See Dashboard for more details.
The Articles widget displays a list of your available articles – these can contain info that can help you in your work.
Open the article in the Knowledge Base module.
Read the article in the Articles widget.
This is what an article open in the Articles widget looks like:
Click the Back button to return to the list of articles.
Page in iframe
The Page in iframe widget displays an external web page. Interact with the page just like you would normally. You can scroll using your mouse wheel or the controls on the right hand side.