Recent cases not showing for contacts

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Posted on by Sales Professional

Contacts->related-service->cases .Its not showing any case records in the view. I Created many cases for the contact. And also not showing any case records under recent cases.

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LuHao 40,892 on at

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RE: Recent cases not showing for contacts

Hi partner,

In order for the case to be displayed in the related-service->cases of the contact, the Customer field value of this case must be a contact.

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Sales Professional 25 on at

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RE: Recent cases not showing for contacts

Thank you and also I couldn't find the Case records when I assigned Account, When we assign accounts it should related to contact also. Why its not showing in contact ?

For example I create case records and i assigned Customer->Account and In Contact I Assigned Mr.X. If I click X Records it should display the case.But its no showing Case records under Contact X.Pls guide .

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LuHao 40,892 on at

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RE: Recent cases not showing for contacts

Hi partner,

This is by design, each sub-grid can only display related records of one relationship. The Contact field and the Customer field correspond to two different relationships, even if they both have Contact as the related entity.

So we need to add a sub-grid to the Contact form to display the relevant records of the Contact field of the Case.

Go to Settings > Customizations > Customize the System, expand Entities > Contact > Forms, edit the main form you are using.

Click RELATED reference panel, then insert a sub-grid, select Entity to Cases(Contact). Save and publish.

This way, the case will display in the new sub-grid.

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