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Why are credit memos not available to link in related records on support cases?

edited Nov 20, 2025 1:52AM in Ask A Guru 3 comments

Under related records on support cases, our customer service team would like to be able to link credit memos that relate to that case. Only Credit Memo is not a supported transaction type. Is this something we can change and turn on? The only options are as per the screenshot.

Is there a way to aloow credit memos to be attached in this way?

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