Creating Claim Notes from emails
When you select Create Claim Notes, the Workspace Selector form opens so that you can connect the task to a Workspace.
To create a Claim Note:
| 1. | From the Post To ClientSpace page, in Links, click Create Claim Notes. |
The Select Workspace form appears in the right pane.
| 2. | For Workspace: |
| • | If the FROM address is the same as the ClientSpace email address, it is not used to determine the Workspace. Instead, the first TO address is used to determine the Workspace. |
| • | If the FROM address is DIFFERENT from the ClientSpace email address, the Workspace defaults to the Workspace of the email sender (the FROM address). |
| • | The email address is compared to all employee email addresses (both Personal and Work email) in the system and tries to match the email. If a match is found, the Workspace associated with that employee is used. If multiple instances of the employee email (Personal and Work) exist, the most recently changed instance is used. If the From email is not recognized, then you can select a Workspace of your choice. |
| 3. | Click Create. |
The Claim Notes form opens. Fields are populated based on your Create Claim Notes module configuration.
| 4. | Complete the form. |
Fields available for configuration include Note Category, Subject, Notes, and Comp Claim.
| 5. | Click Save. |
You are returned to the Post To ClientSpace page where a "Record #{N} Successfully Created!" message and Open Record button are displayed.
Note: Optionally, click the Open Record button to review or edit the new claim note in the Claim Notes form.
| 6. | When ready, click Close on the Post to ClientSpace page. |
The Select Workspace form closes.
For more information about creating cases or tasks from Outlook, read Creating Activities, Cases, Tasks, and Claim Notes from Outlook.