This page has two tasks: here you can write a new email through the Write email (Levélírás) menu item, and here you can handle the whole conversation of an existing email case. The case page has three parts: on the left a mini list of cases by status, in the middle the conversation and the reply form, on the right the data of the partner and the documents belonging to them.
The statuses of the case: New (Új), Waiting (Várakozik), Sent (Elküldve) and Closed (Lezárt). The values of priority: Low, Normal and High.
Click Main menu / CRM / Correspondence / Write email. The form of the new email opens with a single Email sending tab. Select which of your email addresses you send from (Sender, Feladó), enter the recipient and the subject, then write the text of the email in the editor. If needed, fill in the CC and BCC addresses and attach files through the Attachment field. In the Attachment field you can select several files at once, the selected files appear as small labels and can be removed one by one.
From the Email templates (E-mail sablonok) drop-down list you can insert prepared text into the email, so you do not have to retype repeating texts every time. Start sending with the Email sending (E-mail küldés) button. After a successful send the system takes you to the page of the newly created case, where you can follow the correspondence further.
For quick access to templates and email settings use the three-dot ⋮ menu next to the send button: from there you can open the Email settings (E-mail beállítások) and Email reply templates (E-mail válasz sablonok) pages directly, so you do not have to leave the composer and look for them in the menu. The Documents (Dokumentumok) button is currently not active.
You can open an existing case by clicking its card on the Main menu / CRM / Correspondence / Overview page, or in the Main menu / CRM / Correspondence / Case management list by clicking the round initial at the beginning of the row or the Open (Megnyitás) button. The case opens in a new browser tab. If the case does not have a responsible person yet, the system assigns you as the responsible person when you open it and marks the case as read.
In the list on the left you can switch between cases with the New (Új), Waiting (Várakozik), Sent (Elküldve) and Closed (Lezárt) tabs. The New tab shows all new cases, the other tabs only your own cases delegated to you. In the middle part at the top the Back to cards button takes you to the Email list, below it you see the subject of the case, the recipient and the Status: and Responsible: data (if the case is not delegated, None is shown at the responsible person). Click the header of a message to collapse or expand it.
Below the messages the reply form is available on two tabs: Email sending and Internal comment. On the Email sending tab the recipient is prefilled with the address of the partner; you can enter the CC and BCC fields, the Attachment files and the text of the email. Send the reply with the Email sending button. The Create draft (Piszkozat készítése) button prepares a suggested reply using artificial intelligence and inserts it into the editor, which you can freely rewrite before sending. From the Email templates list you can insert ready-made texts.
On the Internal comment tab write the note, then click the Save comment button. The partner does not receive the comment, only colleagues see it: on the Email list the beginning of the comment appears on the card of the case in red letters.
Click the Priority button and the list drops down: Low, Normal and High. The selected value is shown in every view of the case: on the card in the Email list the color of the round initial is yellow (Low), green (Normal) or red (High).
The Summary button uses artificial intelligence to prepare a short summary of the whole conversation, which you can read in a pop-up window. The three-dot ... menu contains three actions: Summary, Delegate and Close. Delegate opens the "Munkatárs kiválasztása" (select an employee) window, where you select the colleague, can add a comment and hand over the case with the "Mentés" (Save) button. Close sets the case to Closed (Lezárt) status, after which the page reloads.
The right-hand panel shows the name, contact person, email address and phone number of the partner, and below it the addresses of the partner. In the three-dot menu of the panel Partner data sheet opens the data sheet of the partner and Customer orders opens the orders of the partner, and the Partner card button opens the partner card. These options are active only if the system recognizes the partner by the sender email address. In the collapsible sections: Customer orders, Invoices (Számlák), Worksheet (Munkalap), Customer quotation sent (Vevői elküldött ajánlat), Delivery note (Szállítólevél) and Transport (Fuvarozás), you find the latest 10 documents of the given partner in each.
The fields of the new email (Write email) and the reply form:
| Field | Required | Description |
|---|---|---|
| Sender (Feladó, email address) | Only for a new email: drop-down list of your saved email addresses, the email is sent from this address. | |
| Recipient | The person you send the email to. For a reply it is prefilled with the address of the partner. | |
| CC | Further recipients who also see the other recipients. | |
| BCC | Further recipients whose address is not visible to the other recipients. | |
| Subject | For a new email the subject of the email. It is recommended to fill it in so that both the recipient and you can easily identify the case. | |
| Attachment | Several files can be uploaded at once, the selected files appear as labels and can be deleted one by one. | |
| Email text | Text editor with formatting options. The texts of templates and of the AI draft also go here. | |
| Internal comment | A note on the case visible only to colleagues. |
Further elements of the case page (read-only information and buttons):
| Element | Description |
|---|---|
| Status: | The current status of the case: New (Új), Waiting (Várakozik), Sent (Elküldve) or Closed (Lezárt). |
| Responsible: | The colleague handling the case. If it is not delegated to anybody, None is shown. |
| Priority | The importance of the case: Low, Normal, High. |
| Summary | AI-generated summary of the conversation. |
| Create draft | AI-generated suggested reply, which is inserted into the editor. |
| Delegate | Handing the case over to another colleague in the "Munkatárs kiválasztása" window. |
| Close | Setting the case to Closed (Lezárt) status. |
| Back to cards | Going back to the Email list. |
| Documents | A button below the editor that is currently not active. |
If the case does not have a responsible person yet, the system automatically assigns you when you open it and marks the case as read. If you do not want to handle it, hand it over to another colleague with the Delegate function.
The system recognizes the partner by the sender email address. If the address is not among your partners, the Partner data sheet and Customer orders options are not active and the document sections stay empty. In that case add the partner with the email address, or look the partner up manually on the partner data sheet.
Close sets the status of the case to Closed (Lezárt). If you need to deal with it again later, drag the card into another column on the Email list kanban board, and the status of the case changes again.
If you get the message "A mentés nem sikerült – Meg kell adni minden kötelező mezőt!" (the save failed, all required fields must be filled in), a required field was left empty, for a new email usually the Sender email address or the Recipient. Fill it in and try again. If sending keeps failing, check the server connection of the mailbox on the Email settings page.
In the list on the left the New tab shows all new cases, while the Waiting, Sent and Closed tabs show only the cases delegated to you. You find your colleagues' cases on the Email list kanban board.
The Main menu / CRM / Correspondence / Write email menu item is shown only if the CRM module is assigned to your user. If it is missing, ask the administrator of your company to check the module assignment of your user.
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