Users have the ability to create an email entirely within Revelation. It will automatically copy that email into an Action upon sending. To ensure this is working, Administrators must enable "Email to Ticket Action Note" under Email Settings.
To send an email
Click on the paper airplane icon in the Action Note tool bar. This will open a field within the ticket to create an email.
The email field will open just like a regular Action Note:
NOTE: If there are Associated Contacts in the ticket, they will be added to the email in the CC: field.
The To field auto-populates with the name and email address of the End User assigned to the ticket. However, if additional recipients need to be added, Revelation will suggest auto-completion options based on your system's Active Directory or Revelation contact information as you type in an email address. Select the necessary addresses to continue adding the information and notes for the email.
The From field sends by the System address set in your copy of Revelation helpdesk.
You will be able to add in your billable and/or non-billable time for the email directly in the form. (Highlighted area) If you forget to add your time in the form, you can edit the ticket once the email is sent to add in time.
Full Screen option
To give yourself more room to view the email, click on the Open in Pop-Up button 
in the Home Tab of the email editor, then click the Maximize Window button 
.
This will pop out the email screen to your full screen. Once you're done, click on the toggle again to go back to the ticket to send the email.
Pop-Out Email Action
Full Screen Email Action
NOTE: When you hit "Send", you may get a popup dialog box asking you to enter your email credentials. Revelation asks for this to capture your email credentials based on updated security features. The notice will also auto-pop if it detects an invalid password when trying to send your email.
You will receive a notification when the email is successfully sent. Once sent, the email copy will be included as part of the ticket as an Action Note. Any Action Note created from an email will contain an icon showing it was sent via email.
You can close out of your email draft at any time by clicking on the X button at the top left of the Send Email field.
Set your Email Signature
If you have a standardized email signature requirement for your company, it can be added so any email sent via an Action Note will include your signature.
Simply click on the drop down at the top of the screen and select Email Signature.
Put in your signature, adjusting the font and size as needed, and hit Save. The signature will be included in any email sent from an Action Note in Revelation.
