Viewing and Exporting Interactions for an Employee Case
The Workforce Case Interaction SuiteApp lets generate and add to a list of interactions between the employee in question and other employees. You can also generate and add to a list interactions with NetSuite entities, such as vendors, customers, contacts, and partners.
You can view the interactions list on a List page, and then export it to other formats for use in other applications.
To view and export the interaction list for an employee case:
-
Go to Lists > Employees > Employee Case.
-
Click View or Edit beside an existing case.
-
In the Interactions subtab, click the Click here link. The Interactions list for that case appears.
-
On the Interaction List page, you can edit or view an interaction to confirm any of the information in it for accuracy.
-
If you use inline editing on the List page, you can edit the Include box and the Remarks field. You can also edit any of the possible interaction boxes for a particular interaction.
-
To export the list to a comma-separated values (CSV), Microsoft Excel, or PDF file, click the appropriate button.