Create a contact in Microsoft Outlook

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • As an account manager, you can create a contact when you receive an email from a customer whose details aren’t in the Microsoft Outlook contacts list.

    Vorbereitungen

    Role required: sn_customerservice.contact_manager and sn_customerservice.proxy_contact

    Prozedur

    1. Open an email message that you received from the contact.
    2. On the Microsoft Outlook Home tab, select View in ServiceNow.
      The contact details aren’t available and the Outlook add-in panel displays the No contact was found message.
    3. Select the more actions icon (More actions icon) and select Create Contact.
    4. Fill in the contact details in the case form and select Submit.
    5. Wahlweise: If you want to perform other contact tasks, access the CSM portal by selecting the Pop-out icon (Pop-out icon to go to the CSM portal page.).