Creating a Contact Message

You can create contact messages for phone, fax, letter, and face-to-face types of contact.
 

To create a contact message

  1. From the Inbox, click the Create a new contact message icon on the toolbar or select Message > New Contact Message from the main menu.

  2. Enter contact information in the New Contact Message dialog box.

Note: Each message in KANA Response is associated with a customer. Each customer is identified by one or more e-mail addresses. When you create a contact message, you must provide an e-mail address for the customer. You can type an e-mail address in the E-mail Address box or you can click Find to search for a customer and transfer the e-mail address back to the Create New Contact window. (See How To Find a Customer.) If you type an e-mail address that is not associated with a customer, KANA Response asks you if you want to create a new customer profile. You can also choose to associate this contact message with an existing case by entering a valid case number in the Existing Case Number (optionally) field. The case number must match the e-mail address of the original incoming message with which you want to associate this contact message.

  1. Click OK.

A contact message stays in your Inbox until you complete it.

  1. If you only want to keep a record of the contact with the customer, do one of the following:

 A contact message is released from your Inbox when you log off, unless you choose to keep it.


Learn about contact messages.

 

Learn about customer history.

 

Learn about customer profiles.

 

How do I add an e-mail address?

 

How do I add a phone number?

 

How do I add an address?