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FAQ

It shows how each mailbox is performing against response SLAs, helping you understand mailbox health, workload pressure, and where attention is needed.

The report opens in Month-to-Date view, covering the first day of the current month up to the end of yesterday.

Each row represents a mailbox and shows how that mailbox is performing against SLA along with workload and response indicators.

Unactioned responses are open enquiries that are still waiting for a response when the selected date range includes today.

They are grouped into breached SLA, at-risk of breaching today, and still within SLA to support prioritisation.

Unactioned values are hidden when the selected date range does not include today to keep historical reporting clean.

It shows the enquiry that has been open the longest in each mailbox when viewing today’s data, or remains blank if none exist.

It saves a copy of the report exactly as shown on screen with mailbox-level totals.

Only managers can see and use the Export option for more detailed analysis.

It shows high-level counts grouped by a selected field such as status, product type, or resolution.

It shows one enquiry per row with detailed MIS information for deeper analysis or export.

It tracks productivity, efficiency, and utilisation for individuals, teams, or departments in near real-time.

Right-click on any column header and select Show / Hide Columns, then untick the columns you don’t want to see and save.

You can customise columns in My Enquiries, Search Results, and Mailboxes. Each view is saved separately.

Right-click a column header and select Reset to Default to restore the system-defined column set.

It lets you download an email from an enquiry as an eml file to open, save, or upload externally.

The button appears in the message view panel when viewing an enquiry that contains an email.

Yes. The Logout button works for both single-tenant and multi-tenant users.

It helps you find enquiries quickly without scrolling through mailboxes.

From the main EMS Cloud navigation, select Search Enquiries.

You can search using reference numbers, policy numbers, names, email addresses, keywords, mailbox, owner, status, or date range.

It’s used to create a new enquiry or add a note to an existing enquiry.

It adds a shared note to an existing enquiry for updates, handovers, or context.

All users who interact with the enquiry can see the notes.

  1. Right-click on an enquiry in the list - Activate Wizard
  2. Click the wand icon on the Enquiry Card
  3. Double-click the enquiry (if owned) to launch instantly
  4. Burger menu to also activate the wizard