Attaching multiple contacts to a case. RRS feed

  • Question

  • Is it possible to have a case with one primary contact and multiple secondary or related contacts?

    I want to be able to create a case for a contact then link any other contacts that might be pertinent to that case as well.


    Wednesday, August 19, 2015 9:52 PM

All replies

  • Add a subgrid in case form and relate it to contact that may help you

    ms crm

    Thursday, August 20, 2015 2:34 PM
  • You can use a contact subgrid like Reddy mentioned, or you can use Connections if you need to define what their role on the case is. 

    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    Thursday, August 20, 2015 3:30 PM