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Setting Outlook replies to automatically save to a Support Case?
We're in the process of switching over our support systems to NetSuite and I have some questions about how to use Outlook Integration with Cases.
The whole process would look something like this (hopefully):
- Customer emails our support address with a request,
- An email is sent to our Support Manager notifying him of a new case,
- Support Manager assigns the Case to a Rep, Reps are notified of the assignment by another email,
- Rep emails a response to the Customer with a possible solution or for more information. This email would be sent from Outlook, and would be saved to the Case record in NetSuite.
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