Case Contact Possibilities

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We have a requirement for the Case screen that the user would like to select the "preferred" contact for a customer. A Customer can have several cases and each case could have a different preferred method of contact - Case 1 is Mailing Address, and Case 2 is Home Phone Number

For example, for a Customer on a case, the user needs to select from the addresses, phones, and emails on that Account or Contact - the preferred method of contact. The users would like to see the available contact information and select only 1 that is the primary. Is that possible?

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Case Management

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Adrian Begovich 1,027 Moderator on at

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Hi meechelle17,

You can achieve this by creating a Lookup field called "Preferred Contact" that refers to the contact entity. When the value on the "Preferred Contact" field changes run JavaScript to update the case record with the contact information stored on the contact record displayed in the "Preferred Contact" field.

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