Hello All,
Hope all is well!!!
This is my first post here and not sure if some one had already raised this situation.
When I am creating a case, I am trying to see that the data in Accounts section in Cases is automatically derived and populated from Actual Accounts which was entered while creating an account.
Can someone please help me with this.
PLEASE HELP!!!
Go to Account
Scroll down to cases subpanel
Click on create Case
Thank you for your quick revert.
Seems this is also not working.
When I create a case, and when I select a account in both the cases as you mentioned( when I create a case as per your suggestion, location, phone and other details are not reflecting under accounts section. This is in both cases where I directly create a case and as well as create it through Accounts as advised.
Do we need to link Cases with accounts somewhere.
Please advise,