Hi,
When I convert an Outlook email to a CRM case (using the "Convert to Case" button on the ribbon) it opens the new case in the default form. It then does not allow me to select a different form via the drop-down list. Is there a way around this?
I have created customised case forms for "Incidents" and "Requests" and I would like to be able to choose one or the other when converting an email to a case. Ideally it would be great if I could achieve this by having distinct "Convert to Incident" and "Convert to Request" buttons in the CRM ribbon. However if this is not possible, I would at least like to be able to select the relevant form after the case window pops up.
Any help would be appreciated.
Roy






