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Has anyone been able to create support cases using the Outlook add in for creating cases? Specifically, I can create cases when the email is from an external customer of ours but I would like to also create cases when employees ask me enhancements to our Acumatica installation or training questions. It seems that the add in only shows Create Cases when it is an contact outside of my company.
I think you'd have to create a dummy Customer and add the employee records as Contacts to that dummy Customer.
@timrodman thanks for the suggestion. Although not ideal, it forces every email from an internal person to select to the dummy company prior to logging the case. Thanks, but I don't want to approve this approach for our company and we're use another software tool.
Have you tried setting up a separate Case Class and setting one to internal and deselect the "Require Customer" option? That might solve your problem.
@megan-friesen Thank you for the suggestion. I already had created the case class as internal and deselected the require customer option. Unfortunately, this didn't work. Thanks again.
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