Create a contact in Microsoft Outlook
As an account manager, you can create a contact when you receive an email from a customer whose details aren’t in the Microsoft Outlook contacts list.
Before you begin
Role required: sn_customerservice.contact_manager and sn_customerservice.proxy_contact
Procedure
Open an email message that you received from the contact.
On the Microsoft Outlook Home tab, select View in ServiceNow.
The contact details aren’t available and the Outlook add-in panel displays the
No contact was foundmessage.Select the more actions icon (
Image omitted: more\_icon.png
More actions icon\) and select **Create Contact**.
More actions icon\) and select **Create Contact**.
Fill in the contact details in the case form and select Submit.
If you want to perform other contact tasks, access the CSM portal by selecting the Pop-out icon (
Image omitted: pop-out-icon.png
Pop-out icon to go to the CSM portal page.\).
Pop-out icon to go to the CSM portal page.\).