Method:Classic General Q&A

Re: Creating a case from an email

b.kennedy — Thu, 24 May 2018 19:49:07 GMT

If a special email account were created for support cases only, so that every incoming email should trigger a Method Case, could some VBA in Outlook be written that would automate clicking the 'Add to Method" button in the add-on?

Re: Creating a case from an email

Anonymous — Tue, 05 Jan 2010 16:49:53 GMT

Hello,

I just wanted to add this alternative for you try and let me know if this work around helps.

First, you'll need to install the outlook add-on if you haven't done so already. You can use the following link to install and learn more about the add-on: http://www.methodintegration.com/cs/blogs/methodblog/archive/2009/06/01/enhance-your-crm-experience-using-outlook.aspx

Once you receive/send an e-mail in Outlook, select that e-mail and then click on the 'Add to Method' from the outlook toolbar. The Add Activity to Method screen will then pop up. Here you can search for 'Case' by customer and you have the option to create a new case from here to link the e-mail to or you can link it to an existing case.

You can also refer to Webinar 10 for more on the outlook add-on. Here is the link to the recorded webinars: http://www.methodintegration.com/cs/forums/t/556.aspx

Keep me posted.

Re: Creating a case from an email

Anonymous — Tue, 05 Jan 2010 15:38:28 GMT

Hello,

You can send mails directly from Method but currently there is no way to directly receive e-mails in Method. There is the Outlook add-on that allows you to send e-mail to Method, however, this wouldn't help us achieve what you are looking for. To enable Method to create a new case when an e-mail is received would mean that Method would have to receive e-mails directly.

If you wanted to create cases when e-mails are sent from Method, then most likely that would be possible via customization.

Hope this answers your question, let me know.

Creating a case from an email

jshoff — Mon, 04 Jan 2010 22:19:32 GMT

We use hound dog for monitoring customer accounts, servers, etc. This system has the ability of sending an email to create or update a case.

Is it possible to create a new case in Method based on a incoming email. ie. Server goes down, and the system auto sends an email, which in turn creates a case based on the customer number/name and the details of the problem?