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Nov 27, 2009 at 12:46 PM

Quick method to reveal all ST's containing LETTERS created from a Case.

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CRM 5.0

Manually I can identify all ST's linked to a Case in the WebIC. However, until I look at the business content of the ST I am not informed how the Case text was relayed to the BP.

For example, the case text could be sent to the BP as an e-mail, letter or fax, of which 99.9% seem to be sent via e-mail.

I am trying to identify (view) any letter created by a number of cases. When you have nearly 100 ST's assigned to a case it can be hard work to open each linked ST. So, I hope there is an alternative method to detect letters created.

Obviously the BP settings should determine whether an e-mail or letter is created as the result of a Case, but wondered if there are any standard reports/tools available. Or maybe just linking a number of tables to get the required result.

Gary

Edited by: Gary King on Nov 27, 2009 12:56 PM