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How do I link a customer record to their case record?

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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 Main Menu.
  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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