View or modify existing cases in Microsoft Outlook
As an account manager, view the five most recent cases related to a Microsoft Outlook contact to understand contact-related issues, modify any case information, and communicate more efficiently with the contact.
Vorbereitungen
Role required: sn_customerservice.contact_manager and sn_customerservice.proxy_contact
Warum und wann dieser Vorgang ausgeführt wird
Although you can view or modify existing cases from Microsoft Outlook, you can also access the CSM portal to work on open cases by clicking the pop-out icon (
).
Prozedur
- Wahlweise:
If you have supporting information such as a message that you want to attach to a case, click the attachment icon (
) and select the file.