Adding Interactions for an Existing Employee Case
The Workforce Case Interaction SuiteApp lets you manually add additional interactions between the employee in question and other employees. You can manually add interactions with other NetSuite entities, such as vendors, customers, contacts, and partners. You can also add interactions between the employee and people who are not in your company or account. You add interactions when you create or edit an existing case.
To add interactions to an employee case:
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Go to Lists > Employees > Employee Case.
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Click Edit beside the case that you want to add interactions to.
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On the Interactions subtab, click a new row. Then, select an entity that might have interacted with the employee case from the NetSuite Entity list.
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The Name, Type, Email, Phone, and Mobile Phone fields are populated from the entity record. However, you can edit these fields if you have updated information.
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To add an interaction with a person who is not in your NetSuite account, click New Interaction. Enter a Name and other relevant information (including Notes and Attachments), and then click Save.
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To include this interaction in any reporting, check the Include box. Then, select a Location, if relevant.
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Select the boxes of the possible interactions with the employee case.
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Click Add.
You can also add interactions when viewing a case, or from the Interaction List page by clicking New Interaction.