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Please note that on Saturday, April 18, 2026, at 8:00 PM Pacific Time, our Case Management System will undergo a scheduled maintenance for approximately 15 minutes. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.

Help with Online Case Form

edited Nov 22, 2019 6:17PM in CRM 3 comments

We have created an Online Case Form that website visitors use to send in product inquiries.  When I view the resulting cases in NS, they come in as an Anonymous Customer, so when I need to reply to a case, I have to create a new lead and transfer the contact information from the case to the newly created lead.  Also, if the lead replies to my email, it comes from the Anonymous Customer again, so I have to repeat the above lead creation process, then merge the resulting duplicate lead records.

Is there any way to set up the original case so that it comes in from a new lead instead of the Anonymous Customer?

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