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Create Support Cases on Item Form

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

Hi All,

We have a customer service line directly on our product.   When the product is sold to a distributor we may be unable to trace the individual item back to a specific customer or order.  In these instances we would like to be able to log the case against the item itself, which is where the issue usually lies anyways.

Does anyone have any experience with this?  Is it possible to setup support cases tied to an item record but not a customer?

Thank you

Scott

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