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Revision as of 23:54, 6 December 2018 by Elizabeth (talk | contribs) (Created page with "<translate>= How to Create a Follow-Up Case from a Closed Case = Sometimes a case is closed but you would like to follow-up with the customer about additional information. Whi...")

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<translate>= How to Create a Follow-Up Case from a Closed Case = Sometimes a case is closed but you would like to follow-up with the customer about additional information. While it is not possible to reopen closed cases, you can use the Create a follow-up case button to continue the interaction with the customer. Note that creating a follow-up case from a closed case will create a new case number.

Create a follow-up case on a closed case

Procedure

  • Go to Search & Preview Records.
  • Using the search bar, enter the case number, contact, or other relevant information, and find the closed case.
  • Click the button Create a follow-up case
Draft your follow-up email
  • From here, you can compose an email to send to your customer. Note that creating a follow-up email will create a new case number


A record of the follow-up case will be added to the case


  • After sending the email, you will see in Case history that a follow-up case was created, as well as a link containing the new case number







</translate>

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