Starting a New Case from a Batch

Sometimes constituents will use your office's contact form to submit a request for casework. Automations can be set up so that these messages are automatically processed and logged to a designated batch.

1. Open up the casework batch > select 3 dots to the right of the date column > 'View Email

2. Click on the 'Inbound' tab > select 3 dots in the top corner > 'Start a case'

3. This will bring you to the Start a Case screen. Fill out the description, template, etc. Select 'Start Case from Email

4. The email will be closed out and removed from the batch (you can still view it in the constituent's profile) the case can be worked like normal