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Assign email to a case/incident RRS feed

  • Question

  • So i have looked everywhere can't find this.

    Long story short.

    How do i assign an email as "History" on a case. We might have something that didn't come from a contact but could be relevant towards the case.

    I have tried adding an activity, doesn't work, tried looking though the e-mail to see a quick function everything... nothing works.

    THanks,
    • Edited by boris37 Friday, January 22, 2010 6:09 PM thumb hit enter...
    Friday, January 22, 2010 6:08 PM

Answers

  • In the any type of activity select Regarding and choose entity Case and you will be able to select to which case you would like to attach this activity.
    My Dynamics CRM Blog: http://bovoweb.blogspot.com
    • Marked as answer by boris37 Friday, January 22, 2010 7:10 PM
    Friday, January 22, 2010 6:53 PM

All replies

  • In the any type of activity select Regarding and choose entity Case and you will be able to select to which case you would like to attach this activity.
    My Dynamics CRM Blog: http://bovoweb.blogspot.com
    • Marked as answer by boris37 Friday, January 22, 2010 7:10 PM
    Friday, January 22, 2010 6:53 PM
  • If it is a case of the email is going to 'activity' instead of 'history', create the activity but make sure you hit the 'Save As Completed' button.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Friday, January 22, 2010 6:58 PM
    Friday, January 22, 2010 6:58 PM
  • Thanks kgorczewski it totally makes sense but i never thought to look there!
    Friday, January 22, 2010 7:10 PM