To create a case from correspondence within the Companion Inbox, first forward the email to your unique Companion email address. Once the email appears in your inbox, follow the steps below to create the case.

Click into relevant email
Select Create Case
The Complaint / Concern field will automatically populate with the content of the email
Enter an appropriate Case Title
Select the relevant Status
Select the appropriate Case Stage
Assign a Case Owner
Enter the Acknowledgement and Resolution deadline dates
Add all relevant People Involved (complainant, subject, witnesses)
Select the Report Method
Record the Report Date (this can be backdated if required)

Once all information has been populated, the case will move from Unassigned to Assigned within the inbox and will also appear in the cases tab down the lefthand side.