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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Identifying which email address was used to create a Case.

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Posted on by 479

Hi,

A large number of our Contacts have 2 email addresses connected to them, at this point in time, they can use either address to create a Case.

Is there any way of using Advanced Find to identify the number of cases that were created by Email Address 1 and/or Email Address 2? Or would you recommend a different way of finding them?

Thanks as always.

Ted

I have the same question (0)
  • Lennon Soeiro Profile Picture
    Microsoft Employee on at

    I tried to use the "Created By" in the Advanced Find,  but I think that it is not enough to your scenario.

    Are you using Online or OnPremise version ?

    Regards

    Lennon Soeiro

  • Jupiter Alappat Profile Picture
    235 on at

    You may probably create a view and add the Email related fields from Contact Entity and Created / Modified related fields from Case entity then Export to Excel to validate the data using Excel functions. If this is an On prem org - would have been more easier to run SQL query to get the desired outcome.

    Let us know what are the ways you already tried and which gave us the nearest solution to address the problem.

    Regards,

    Jupiter Alappat

  • Suggested answer
    Paul_Owen Profile Picture
    2,027 on at

    Are you using Automatic Record Creation rules or similar to automatically create cases? If so you can capture the email address in a seperate field on the case form.

    Regards

    Paul

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