add Correlated email ( from lead correlated section ) to a Business Process ( incident )

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Posted on by Icaro Re Depaolini

Hi everyone,

i'm here to try to understand how is possible that from a business process in lead correlation section , the creation of a correlated email prepopulate in "FROM" filed as expected Logged Account and in "TO" field the father process/incident name correlated. any idea?

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Icaro Re Depaolini 15 on at

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RE: add Correlated email ( from lead correlated section ) to a Business Process ( incident )

hi Steve,

As u can see expectedly your "TO" filed is related to Steve Zhao customer record, instead mine correlation is with business process name ( related like theme inside mail record ) rather than customer
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RE: add Correlated email ( from lead correlated section ) to a Business Process ( incident )

Hi Icaro Re Depaolini,

I followed your step

Case Record

New Email:

Result: The "TO" field is set to the Client(Customer) in the case and the "Regarding" is set to the Case .

I'm not quite sure what do you want to achieve. Set the "TO" field to the Case?