Creating an event from an Outlook message

  1. Open the Outlook message that you want to use to create an event, or click New Event. The message must already have an incident associated with it.
  2. Specify this information:
    • Interaction Type: Select Incident.
    • Incident: Click the ellipsis button to open the Search screen and search for an incident. If you are using an email message that contains an incident number or that you previously converted to an incident, that incident number is displayed by default.
    • New Event: Select this check box.
    • Event Code: Select an event code.
    • Follow-up Date: Select a follow-up date for the event. An automatic reminder is added for the email, if applicable.
    • Add Attachment: Optionally, select this check box to include any attached documents.
    • Document Type: When including an attachment, select the document type for the attachment.
    • Mark Note as Internal: The email message is attached to the event as a note. Select this check box if you want to use the note for internal purposes only.
    • Subject: The subject of the email is used by default and is truncated to the first 40 characters. Optionally, specify a new subject.
  3. Click Submit. A message is displayed saying that the message has already been added to an incident. Click Yes to continue. The message is flagged with a new icon to indicate that it was converted to an event.