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Service | Customer Service, Contact Center, Fie...
Unanswered

Case,contact,activity creation

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Posted on by 120

How can i send a email directly to a queue from a new contact such that it creates a email,case and a contact

I have the same question (0)
  • Pankaj Gogoi Profile Picture
    3,177 on at

    Hi Mrunalini,

    Please refer the articles below for automatic record creation from email.

    docs.microsoft.com/.../automatically-create-update-records

    docs.microsoft.com/.../automatically-create-case-from-email

    Setting up of queues.

    docs.microsoft.com/.../set-up-queues-manage-activities-cases

    Best Regards

    PG

  • Mrunalini Profile Picture
    120 on at

    Iam getting a case created if i send a email to a queue Directly.

    But case is not getting created if i forward a mail to the mailbox on the queue...

    Can i know the reason for not getting a case created?

  • Pankaj Gogoi Profile Picture
    3,177 on at

    Hi,

    Please check the case creation condition in your rule. You can also check the system job if the Automatic case creation processed failed.

    When a case is created from forwarded mail, the customer on case record probably will be set to the user that forwarded that email and not the original sender. You can use a plugin to get the original sender information.

    Hope this helps

    Best Regards

    PG

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