This function is found on the home page and allows you to create a case by dragging an email from Outlook. It will automatically search with the e-mail address and will either show that there are matching records or none and the option to create a new record. You will also be able to define details of the case such as the case code, case type, and case status.
Steps
- Click and drag one email from Outlook onto the home page of CivicTrack
- Drop it into the list of items that are on the home page
If you do not have any items, drop it where it shows “There are no case tickets assigned to you”
Please note that only the Desktop version of Outlook currently works with this feature.
- Check and select the correct constituent record
CivicTrack will automatically search constituent records that have a matched email address and will present them to you in this new pop-up. If you want to create this case for a different constituent record, then you can type the constituent’s first or last name in the search bar and select them from the search results.
Now decide if you want to create a new case, or append the email as a case item to a case that already exists within that Constituent record.
If you want to create a new case, move onto #2. If you want to append to an already existing case, click the check box and decide which type of case you want. Then, select which case you want to append it to as a case item.
- Select the appropriate Case Type, Case Code, and Status
- Click Create
No matching records found
If CivicTrack cannot locate a constituent record with the same e-mail address, then you can create the constituent record right from this pop-up. CivicTrack will automatically plug in the constituent’s name in the first name text box, and the email address. Simply adjust it to your liking and proceed to click Create.
E-mail attachments
E-mail attachments will be automatically uploaded to the documents section for you to reference.