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Create Case using the Outlook Plugin
It would be a huge benefit to allow users to create a Case and assign it directly to an Account Record instead of having to select a Contact Record. It would also be very helpful to have the ability to select the Type of Case being added while on the "Add Case to Salesforce" window. Having to select a contact record - which may not always be known - and then going into the Case and changing the Type to match the correct type is very labor intensive. Users are unhappy about performing so many steps to create Cases.
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sheikkila Jul 23 |
I posted a similar idea here: http://ideas.salesforce.com/article/show/103071/Allow_additional_required_fie... I have folks using the Outlook Edition to create cases all the time and having to go back into SF to clean up certain fields is a real pain. |
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AMartin Jul 24 |
The "Add Email to Case" will create a new Case even if you don't have a matching Contact. Just click the "Add to Salesforce" button and a record will be created in sfdc with blank Contact and Account fields. The user will have to edit the record to populate one of these fields. |
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andrew@asa Nov 25 |
I've noticed that the rules which exist when a person adds a case or a task are not utilized when using the plugin to create these items. This is wreaking havoc on our reports...too many items are left blank. The older version of the plugin gave better capabilities than the new one. Please give us the ability to customize the links between the email and the resulting item in Salesforce. |
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recently promoted by:
- Sunny
- AMartin
- rpr2
- CM@affy
- sheikkila
- bradcurrier
- andrew@asa
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