Associate an existing case with an email interaction

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Avoid duplicate case creation by associating an existing case with an email interaction.

    Antes de Iniciar

    Role required: sn_customerservice_agent or sn_customerservice_manager

    Por Que e Quando Desempenhar Esta Tarefa

    The interaction must be in a closed complete state before it can be linked to an existing case.

    Procedimento

    1. Navigate to All > CSM/FSM Configurable Workspace.
    2. Select the List icon (List icon).
    3. In the Interactions section, select My Interactions.
    4. Open an email interaction.
    5. From the top section, select the More Actions icon (More Actions icon).
    6. Select Associate Record.
      The Create New Interaction Related Record tab is displayed.
    7. Select the case number from the Task drop-down list.
      You can select the search icon (Search icon) to view additional information about the task.
    8. Select Save.

    Resultado

    The email interaction has been linked to an existing case and displays in the Related Tasks section.