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Linking Cases to Solutions

edited Nov 22, 2019 10:24AM in CRM 1 comment

We currently use cases to log every problem our customers have. From the case we could create a RMA, warranty sales order, or a credit/refund. I am trying to find out if there is any way to link these transactions back to the case. It would be great if the case would show the transaction in a related records field, so that everything that was done from start to finish could be found in one place. Has anyone tried to do anything similar and had any success?

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