MattNC
Fri Aug 26 13:43:25 CDT 2005
For an e-mail in Outlook: Assuming you have a working Sales For Outlook
add-in, promote the email to CRM. Then, in the CRM web UI, locate the email
(it should be under the related contact's activity history). Open the e-mail
and in the "Regarding" Field, do a lookup. Select record type of "Case" and
type in the title of the case. Select the case from the results and click OK.
Now the email will show up in the case activities as well.
For an email already in CRM (such as in a queue): just do the lookup from
the regarding field and locate the case.
--
Matt Wittemann
http://icu-mscrm.blogspot.com
"Keith" wrote:
> Hello all,
> Can anyone advise me on how I attach an email to a case? Im sure it is
> simple but I seem to be missing the steps and obviously the know how. Thank
> you.
>
> Keith