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PART 2 - How can I display all Customer Contact Messages in the same view as Customer Records?

edited May 3, 2021 5:48PM in Ask A Guru 8 comments

I asked this question in June 2020 and the discussion is now closed so I am starting a new thread.

How can I display all Messages with Customers (communications created with the Customer record, with the Customer Contact records and with the Customer Contact on the Case record.?

Fully Understanding our Customer Relationship currently, requires navigating to each Customer Contact Communications and reading messages then reading the messages displayed on the Customer Communications as well as Case communications.

Primarily I am interested in a Customer sublist view that will display Customer messages AND Customer Contact messages in the same view.

Users are currently communicating with the Contact then copying the message to the Customer Communication Message so the user can look in one place to see all communications.

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