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Customer experience | Sales, Customer Insights,...
Answered

Is there a way to have emails automatically reopen a resolved case?

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If a case is already resolved and a future email from the thread comes in.. is there a way to have the resolved case automatically be active again?

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  • Suggested answer
    Paul D Richards  Profile Picture
    50 on at

    Yes.  We did a workflow for this.  Just be aware that it can have unintended side-effects.  Most common is when the case is closed and the final email is sent out letting the Client know, and you get an auto-reply form them.  :)  The case reopens a few minutes later and then has to be re-closed.

    But, the workflow to make this happen is fairly straightforward.

  • CRM Learner 88 Profile Picture
    on at

    Thank you, what is the logic of the workflow?

  • Verified answer
    Paul D Richards  Profile Picture
    50 on at

    Hope this helps.

    Email-reopen-case.PNG

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