Product Enhancements
Case Type-Level Email Reader Configuration for Correspondence
#ID 1501675
Email intake for the Correspondence application is now configured on the case type itself rather than at the platform level. An Email Reader Settings icon is available in the General section of the Correspondence case type page, and selecting it presents the same Email Reader form already used by the Investigation Email Hotline.
The form accepts a Microsoft (Office 365 / Exchange Online) source type; one or more intake mailbox addresses entered as a comma- or semicolon-separated list, and the Tenant ID, App Key, and App Secret used for authentication. Intake Email Address is always mandatory. Tenant ID, App Key, and App Secret become mandatory once Enable is selected.
A scheduled job request polls the mailbox configured for the Correspondence case type and creates one Correspondence folder for each unread message it finds,
Each folder created this way is populated from the email: the actual email received date, Requestor Name, Requestor Email Address, Email Subject, and the full Email Body, converted to plain text with hyperlink destinations preserved.
Requestor Information Fields on the Correspondence Form
A new Requestor Information group is available on the Correspondence form, positioned below the existing Correspondence group, to hold the sender details captured from an inbound email. The group contains six optional fields, in this order: Email Received, Requestor Name, Requestor Address, Requestor Email Address, Email Subject, and Email Body. Email Received honors the application's configured date format, and Email Body is a multi-line control sized to hold a full email body. Requestor Address is present on the form but is not populated in this release.
1.2 New Correspondence Form Fields: Recommendation, Assigned To, and Exemptions Asserted
ID #1501613
Three optional fields are now available on the Correspondence form so that disposition, ownership, and asserted exemptions can be recorded on the correspondence record instead of being tracked outside the system.
Recommendation — a single-select drop-down menu positioned directly below Type and above Date on Correspondence. Its choice list is empty by default, so administrators populate the values that suit their business need. Selecting a value replaces any previous value, and the field can be returned to the default placeholder.
Assigned To - a single-select lookup search positioned directly below File Location. Its search control lists the eCase users who hold permission on the Correspondence application.
Exemptions Asserted - a multi-select lookup search positioned directly below the new Assigned To, as the last field in the section. It offers the same sort, reorder, and search controls as other multi-select lookups on the form, such as Sub Category, and the same value cannot be selected twice.