28 March 2012

Multiple Options For The Folder HelpDesk E-mail Thread

Folder HelpDesk logoWith Folder HelpDesk for Outlook you can convert incoming e-mails into tickets to make them easy to manage and co-operate on. Formatting and attachments are included in the tickets, and they can be organized in many different ways. Here is how Folder HelpDesk looks in Outlook:
Folder HelpDesk in Outlook
All about one case in one ticket
If you work with support, handle incidents or manage incoming e-mails in some other way, you know that e-mails often go back and forth a couple of times between the helpdesk staff and the person who reports an issue before the problem is solved. During this process, and also for following up, it is convenient to have all these e-mails gathered in one ticket, and with Folder HelpDesk this may be done in different ways.

Automatic conversion
Folder HelpDesk E-mail historyYou may choose to let Folder HelpDesk monitor an Outlook folder and automatically convert all e-mails that come in to that folder into tickets. Outlook rules can be used for making sure the correct e-mails are converted. For the automatic conversion we offer two different kinds of e-mail threading. You may choose one of the methods or use both at the same time, which ever suits your organization best.

E-mail history in ticket body
When you select to save e-mails in the ticket only one ticket is created – when the case is first reported. After that all e-mails concerning the same case are added to the first ticket body in chronological order. Redundant forward chunks of the e-mails are removed through an intelligent algorithm, and only the required and latest replies are added to the body portion along with the HTML formatting and with a header portion that includes when the e-mail was received, from whom and so on.

E-mail history in subfolders
When the option to save e-mail history in subfolders is selected, subfolders with the ticket ID number will be created automatically under the Folder HelpDesk folder in Outlook. All the e-mails connected to the same ticket ID will be saved in the same subfolder. In the first ticket there will be two new tabs, Sent E-mails and Received E-mails, from where the e-mails may be opened, copied or deleted.
Folder HelpDesk e-mail conversion Manual addition to any ticket
You may also convert the e-mails you want to create tickets from manually, by simply pressing a Folder HelpDesk button in the Outlook ribbon. In this case you may take the e-mail from any folder. A choice is given: create a new ticket or add the e-mail to an existing ticket. When you select the "Add" option you can search for earlier tickets in several ways, and you may also press the button “Only caller tickets”. Then all earlier tickets from the same caller will be shown, and you may easily select the one you want to add the new e-mail to. In this case the new e-mail is added to the body of the existing ticket.   
Folder HelpDesk e-mail conversion
New version
Folder HelpDesk is the new name for the long time flagship product Public Folder HelpDesk. From version 12 we will remove “Public” from the name, as the application may be installed in any Outlook folder. Most of the features described here also exist in the current version, but in version 12 we will add new possibilities. This, along with many other improvements, makes the release of Folder HelpDesk something worth waiting for. In a couple of months we hope to give you a chance to try it!


  1. Hi there

    Thanks for the detail expiation. The picture you provided in the article was of great help to understand.


  2. Thanks David. You might also be interested in this blog post about the improved auto-emails in the upcoming Folder HelpDesk for Outlook: