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Emails – New behavior for the selection of the recipient

Emails – New behavior for the selection of the recipient

09/01/2019
 


With the version 6.4, Kleos offers a completely new user experience for the selection of the recipient of an email. To select a recipient, the user can now type directly into the To, Cc and Bcc fields.

Add a recipient when the case is not selected
When the user types at least 3 characters in the fields To, Cc or Bcc and the case is not selected, Kleos opens a pop-up window with the list of the contacts that satisfy the criteria.

 

 

A drop down list will propose the contacts that can correspond. You just need to select the correct one and the email address will be added as recipient.

 

Add a recipient in when the case is selected
If the user creates an email from a case or has already selected a case, when he clicks into the fields To, Cc or Bcc, Kleos opens a pop-up window with the list of the parties of the case. You just need to select the email addresses of the recipients. 

 

 

Update a contact
If the person / contact you have selected does not have a registered email address, you can write directly into the field between the brackets to enter their email address.

 

Once the email address is filled in, Kleos will ask you if you want to update the contact form with this email address.

 

 

Create a new identity starting from a new email
If you manually enter an email address in the field To or Cc, which is now possible in the mail editor, if you finish writing the email address with the character « ; », a + button will appear and propose to create a new identity in Kleos for the unknown email address.

 

 

Cc field visible by default in the mail editor
The “Cc” field is now displayed by default.