Notification for Incoming Emails

To be notified if a Customer replies to an Email sent from the Customer or Transaction record, perform the following steps:

     1. Navigate to Lists > Search > Saved Searches > New.     
     2. Select Customer.     
     3. Provide a Search Title.
     4. In the Criteria tab > Standard subtab, set the following:

• Messages Fields... : Recipient Email is (whatever email domain the customer uses, e.g. contains @yahoo.com
• Messages fields...: Date (optional filter to limit number of emails in search results)

     5. In the Results tab > Columns subtab, add the following:

• Name
• Email
• Messages : Date
• Messages : Subject
• Messages : Message
• Messages : Author

     6. In the Email tab, set the following:

• Check Send Emails According to Schedule
• Check Summarize Scheduled Emails
• Check Send if No Results 

     7. In the Email tab > Specific Recipient subtab, add group record to list.
     8. In the Email tab > Schedule subtab, check Daily Event and Repeat Every Weekday.    
     9. In the Series Start Date select Today.     
     10 Check No End Date.

Note: Enhancement 127029 has been filed for the ability to set up email alert when customers reply to an email sent to them through the Customer record.