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Depending on the configuration of your interaction plan, the caller might have provided a case number before the call was routed to you. ContactWorld for Salesforce uses this case number to locate the corresponding Case record.

Note
From ContactWorld version 2.0 of ContactWorld for Salesforce (CW4SF) onwardin Salesforce, if enabled and configured for your account, you open a Case record in the following way. In previous versions, or if not enabled, for information on opening case records, see Opening a Case record relating to a call (legacy).

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If no Case record is found, the number provided appears in ContactPad, but you cannot use this number to open the record.

 

 

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No Case record found

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