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How do I assign an Activity (Email) to an existing Case? RRS feed

  • Question

  • Hi,

    Is it possible in MS CRM 4.0 to assign/attach a new or existing activity, mainly an email to an existing case?
    An example would be where multiple cutomers have sent seperate emails regarding an issue, the first email you convert to a case, the following emails you would also like to add to the same case.

    Cheers
    Wednesday, March 4, 2009 9:05 PM

Answers

  • Another option is to install the CRM Outlook Client.  This will allow your users to track and use the Set Regarding feature to associate the E-mail message from Outlook to the CRM Case.
    Best Regards, Donna
    • Marked as answer by Jim Glass Jr Thursday, March 5, 2009 9:51 PM
    Thursday, March 5, 2009 8:05 PM

All replies

  • That is simple to do... 
    First, Open the case you want to attach activities.
    Then, Click on the activities button on the left hand side.
    Last, you will see add existing activities on the top of the activitiy grid. Click on the add existing activity then select actvities you want to attach.

    Good Luck,
    Andy

    • Proposed as answer by Andy Hung Thursday, March 5, 2009 2:10 AM
    Thursday, March 5, 2009 2:09 AM
  • Another option is to install the CRM Outlook Client.  This will allow your users to track and use the Set Regarding feature to associate the E-mail message from Outlook to the CRM Case.
    Best Regards, Donna
    • Marked as answer by Jim Glass Jr Thursday, March 5, 2009 9:51 PM
    Thursday, March 5, 2009 8:05 PM