FAQs in this section
What is a case?
How do I create a case?
What is the Is Billable field in Cases?
Can I link a service to a case?
Can I create a case using Quick Create?
What are the different statuses of a case?
How do I assign a case to a team in my company?
Where can I find the responses to the Customer Satisfaction Survey?
What is the Customer Satisfaction Survey?
How does the Customer Satisfaction Survey work?
How can I find the Customer Satisfaction Survey workflow?
What is the difference between cases and internal tickets?
Can I mass edit case details at once?
Can I filter cases depending on the Customer Satisfaction Survey feedback?
How do I set up a mailroom rule to create cases?
How do I reply to a case?
Why are there no closed states in Cases?

Can I link a customer record to their case record?

Yes, you can do this by linking the contact record to the case by using the Contact Name field.

Follow these steps to link a contact record to a case:
  1. Click the Menu icon.
  2. Go to Support.
  3. Click Cases.
  4. Open the case record that you want to link to a contact.
  5. Click Deep Dive.
  6. Look for the Contact Name field.
  7. Click the contact icon beside it.
  8. Select the contact record that you want to link to the case.
  9. Click Save.
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