The procedure to link a homelessness case to a CRM communication is as follows:
- Using the Advanced search spy-glass (
), select Homelessness Case as the Search for and Search by category, and enter the Case ID as the search criteria 
1.
- With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Homelessness Case Details window is displayed.
- With the Summary tab in current focus, click on Link Communication. The Link Communication - Search Criteria window is displayed.
- Using the Communication type drop-down field, select the specific customer interaction option of CRM Communication.
- Enter sufficient details of the desired CRM communication into the search fields provided and click on Search 2. The Link Communication - Search Results window is displayed, returning all possible matches.
- Highlight the row containing the exact record match or use Refine Search to enter alternative criteria; optionally, click on Communication Summary to verify the details of the intended selection.
- Click on Save. The selected customer interaction is displayed as a discrete event in the Case Summary table.
- Repeat steps 3 through 7 to link further CRM communications to the homelessness case.
Note
1 Additional search criteria may need to be employed (e.g. start and end date ranges, company, status, category) to ensure that the correct homelessness case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.
2 The Contact search field includes only those group members that are linked to the homelessness case.
See related topics...
Homelessness case management overview
Using the search facility
