Send an Email from a Ticket

There are many ways in SA to send an email to a client. One method is from a Ticket Review overlay. Tickets only open in V3 screens so if you’re accessing an existing Ticket from the V2 client view, the Ticket will open in a new tab with the Ticket Review overlay opening over the Tickets Screen. Emails sent from a Ticket Review overlay will automatically be associated with the Ticket so all correspondence can be seen in a single location.

To send an Email from a Ticket, follow these steps:

  1. Navigate to a Review Ticket overlay.
  2. Click Email from the Actions menu.


  3. Fill out the email overlay as you would any other email.


  4. If this email concerns a Calendar Event that needs to be scheduled, you can create the event by checking the box to Create a follow up event.
  5. Adjust the Ticket Status, if needed.
  6. Click Send.
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