Automatic Customer Cases?

On page 72 of the User Guide, it says...

Opening a Case
When a customer submits a case, he or she is automatically sent a
system-generated e-mail message that
provides the date the case was created, a case ID number for tracking, a
title and description of the case, and
any other information, as appropriate.


How does a customer submit a case to the CRM system? And how do I have CRM
automatically send out the Case information?

-Vito

Julian
Mon Aug 02 19:33:46 CDT 2004

On Mon, 2 Aug 2004 19:58:24 -0400, "Vito DeCarlo"
<FirstInitialLastName@ThePulse.com> wrote:

>On page 72 of the User Guide, it says...
>
>Opening a Case
>When a customer submits a case, he or she is automatically sent a
>system-generated e-mail message that
>provides the date the case was created, a case ID number for tracking, a
>title and description of the case, and
>any other information, as appropriate.
>
It is not true this feature is not in v1.2 of CRM. The marketing and
user guide are wrong. Sorry

>
>How does a customer submit a case to the CRM system? And how do I have CRM
>automatically send out the Case information?
>

Withouth resorting to writing something using the SDK to check the
queue there is no way. This is quite straightforward but you can whck
out www.c360.com for a third party solution

>-Vito
>

Julian Sharp
Vigence for MS CRM in the UK

Vito
Mon Aug 02 20:26:16 CDT 2004

I can handlle programming against the SDK, but just so that I can get
something going quick, is there a simple set of rules I can put into the
Workflow Manager so that the system will at least send out emails when a
case is opened up?

I'm not having much luck with it. Just a short sample would be great.



"Julian Sharp" <news@nospam.sharpuk.f9.co.uk> wrote in message
news:26ntg0dn75gpveuac0hdjrtkjsc93r2lsk@4ax.com...
> On Mon, 2 Aug 2004 19:58:24 -0400, "Vito DeCarlo"
> <FirstInitialLastName@ThePulse.com> wrote:
>
> >On page 72 of the User Guide, it says...
> >
> >Opening a Case
> >When a customer submits a case, he or she is automatically sent a
> >system-generated e-mail message that
> >provides the date the case was created, a case ID number for tracking, a
> >title and description of the case, and
> >any other information, as appropriate.
> >
> It is not true this feature is not in v1.2 of CRM. The marketing and
> user guide are wrong. Sorry
>
> >
> >How does a customer submit a case to the CRM system? And how do I have
CRM
> >automatically send out the Case information?
> >
>
> Withouth resorting to writing something using the SDK to check the
> queue there is no way. This is quite straightforward but you can whck
> out www.c360.com for a third party solution
>
> >-Vito
> >
>
> Julian Sharp
> Vigence for MS CRM in the UK

Vito
Mon Aug 02 20:31:35 CDT 2004

Never mind. The rule I had setup wasn't activated. Silly me...


"Julian Sharp" <news@nospam.sharpuk.f9.co.uk> wrote in message
news:26ntg0dn75gpveuac0hdjrtkjsc93r2lsk@4ax.com...
> On Mon, 2 Aug 2004 19:58:24 -0400, "Vito DeCarlo"
> <FirstInitialLastName@ThePulse.com> wrote:
>
> >On page 72 of the User Guide, it says...
> >
> >Opening a Case
> >When a customer submits a case, he or she is automatically sent a
> >system-generated e-mail message that
> >provides the date the case was created, a case ID number for tracking, a
> >title and description of the case, and
> >any other information, as appropriate.
> >
> It is not true this feature is not in v1.2 of CRM. The marketing and
> user guide are wrong. Sorry
>
> >
> >How does a customer submit a case to the CRM system? And how do I have
CRM
> >automatically send out the Case information?
> >
>
> Withouth resorting to writing something using the SDK to check the
> queue there is no way. This is quite straightforward but you can whck
> out www.c360.com for a third party solution
>
> >-Vito
> >
>
> Julian Sharp
> Vigence for MS CRM in the UK