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Camila Heitz Publish a case comment on case without assigned contact
Hello everyone,
I open cases from anonymous users (potential customers) and I have their email addresses saved inside the case. I would like to send the case to that email adress but I don't want to create a contact for that email person because it is not a client yet.
Is this possible?
Thank you.
I open cases from anonymous users (potential customers) and I have their email addresses saved inside the case. I would like to send the case to that email adress but I don't want to create a contact for that email person because it is not a client yet.
Is this possible?
Thank you.
create a new field on the cases object - email address
update the page layout to include this - make sure no other account/contact fields are set to required.
create your support email template - excluding contact name as you only have email
create a workflow based on status being new and email field created above being not blank
create email alert and set receiptient type to email field - you should see the field you created in there.
that would it done.
although i would recommend you create them as leads and then create the case against the leads - at least then you can convert them if they become customers and use some of the built in features of salesforce to manage them.
thanks
dan
Right now when I try to make the comment public, it says no contact is assigned to the case, so I can't do it. Maybe create a workflow to send the comment every time a new comment is published? Is there a way to do it?
Thank you