Forward Multiple Records

You can forward multiple records at the same time from the B2C Service application.

  1. Double-click a report to display a list of records.
  2. Press Ctrl while selecting each record on the content pane that you want to forward.
  3. Click Forward on the report ribbon.
  4. Follow the procedure for forwarding single records as described in Forward a Record.
    Note: All of the files attached to all of the incidents you selected appear in Incident Files. Select the check box for every file attachment you want to forward with the associated incident. Recipients receive individual emails for each incident you forward. If an incident has file attachments and you selected the check boxes for those attachments, the forwarded incident contains the attachments.