FAQs in this section
How do I create a case?
How do I link a service to a case?
How do I create a case using Quick Create?
How do I assign a case to a team in my company?
How do I find the Customer Satisfaction Survey workflow?
How do I mass-edit case details at once?
How do I filter cases depending on the Customer Satisfaction Survey feedback?
How do I reply to a case?
How do I reply to a case?
How do I convert a case to an FAQ?
How do I add Internal Comments on a Case?
How do I link a Service to a Case?
How do I assign an SLA to a case?
What is a case?
What is the Is Billable field in Cases?
What are the different statuses of a case?
How do I find the responses to the Customer Satisfaction Survey?
What is the Customer Satisfaction Survey?
How does the Customer Satisfaction Survey work?
What is the difference between cases and internal tickets?
How do I set up a mailroom rule to create cases?
Why are there no closed states in Cases?
What is the SLA Information block in Cases?
How do I link a customer record to their case record?
Table of Contents
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:
Follow these steps to link a contact record to a case:
- Click the Main Menu.
- Go to Support.
- Click Cases.
- Open the case record that you want to link to a contact.
- Click Deep Dive.
- Look for the Contact Name field.
- Click the contact icon beside it.
- Select the contact record that you want to link to the case.
- Click Save.
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