Difference between revisions of "Form - Prebuild - BEmail"
From All n One's bxp software Wixi
Philip Lacey (talk | contribs) |
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= Notes = | = Notes = | ||
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| + | = Worklist = | ||
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| + | 1 worklist is built | ||
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| + | * Prebuild - BEmail - My BEmails - by UserName - DateTime | ||
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| + | This worklist is customised to show all of the emails where the owner is the current user. | ||
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Latest revision as of 17:25, 31 January 2018
Contents
1 Overview
The BEmail form is designed to quickly allow a mailbox to be managed through bxp.
The process to link a BEmail form to a mailbox is detailed here BEmail_(_Email-2-Campaign_)
As emails arrive three processes can be performed on the emails
- Content Retrieval BEmail_Content_Retrieval
- onArrival management BEMail_onArrival_matching_engine
- SPAM management BEmail_SPAM_Management
When a CRM is built, it won't be able to go straight to a mailbox so some manual configuration will be required.
2 Fields
| Type | Name | Notes |
|---|---|---|
| Inline Tabs | Inline Tabs | |
| Section Group | Email Details | |
| Attachments Bar | Attachments bar | |
| BEmail Block | Email Details | |
| BEmail Block | Email Details | |
| BEmail Block | Email Details | |
| BEmail Block | Email Details | |
| BEmail Block | Email Details | |
| BEmail Block | Email Details | |
| Section Group | Classifications | |
| Campaign Search | onArrival - Contact | Using the onArrival process, where the linked Contact comes from |
| Campaign Search | onArrival - Company | If the contact is found in onArrival, where the Company is stored |
| Staff | onArrival - Owner | When using onArrival, where the owner from the Contact form is stored. |
| Text Box | onArrival - Result | For error messages where onArrival hasn't worked, info stored here. |
| True - False | Is spam? | When using the BEmail SPAM engine where the flag is set. |
| Section Group | Processing |
3 Notes
4 Worklist
1 worklist is built
- Prebuild - BEmail - My BEmails - by UserName - DateTime
This worklist is customised to show all of the emails where the owner is the current user.
5 Dashboard
The BEmail dashboard is made of
| Type | Name | Notes | |||
|---|---|---|---|---|---|
| Statistic | New emails to be dealt with: | A count of emails which have been read from the mailbox but haven't been updated | 87 | Dashboard | |
| Statistic | Longest new email wait: | The longest time for the first email that hasn't been dealt with | 88 | Dashboard | |
| Statistic | Still open cases: | A count of emails where the last outcome is "Incomplete" | 89 | Dashboard | |
| Statistic | Open case longest wait: | Of those "Incomplete" emails how long is the oldest one | 90 | Dashboard | |
| Statistic | Cases closed this week: | For outcomes where "complete" has been used on records this week | 91 | Dashboard | |
| Button | Open Cases | A listing report which lists all cases which are not flagged as complete | 92 | Data Profiling > Instant - Reminders and Case Management > Case Management - Open Cases | |
| Button | Instant Visualisation | Prebuilt report which looks at closed questions | 24 | Data Profiling > Instant - Visualisations > Visualisation - Current Status | |
| Button | Data Analysis | The Data Analytics engine of bxp. Use search to group records and then export or visualise them | 25 | Data Profiling > Instant - Data > Data - Instant Data Analytics | |
| Button | Outcome Statistics | Prebuild statistics report for outcomes for all agents for this month | 26 | Data Profiling > Instant - Statistics > Statistics - User - Report by Period | |
| Button | AHT (30 days) | The Activity Report showing outcome activity times for the last 30 days | 93 | Data Profiling > Instant - Reminders and Case Management > Case Management Activity Reporting - By Form, By Period | |
| Button | Lookup Bemail | The ability to search for a record in the form | 94 | Inbound Contact > My Data > Lookup an entry - For Edit > | |
| Button | My Bemails | A worklist with lists all Bemails where the current user is flagged as the owner | 95 | Worklist | |
| Line Chart | Prebuild - Mailbox - New cases opened by day | A count of new records by day | 96 | Dashboard | |
| Bar Chart | Mailbox - Prebuild - Processed by day | Bar chart count of records processed by day | 97 | Dashboard | |
| Pie Chart | Prebuild - mailbox - Cases by agent for last 7 days | The active people processing records over the previous 7 days | 98 | Dashboard |
