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Creating CASES from Sales Orders / Invoices

edited Nov 22, 2019 10:25AM in CRM 1 comment

Hello

We are trying to find a way of creating CASES direct from a Sales Order or Sales Invoice.

Ideally we want to create the CASE and relate the data from the Sales Order or Invoice to the CASE (customer, sales order / invoice number, pull down list of items from the sales order)

Is this possible ?

Thank you

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