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case missing customer issue

Posted on by Microsoft Employee

hi all

I am using the case entity with the contact and account entity setting up a brand new case form linking back to contact and account

I am getting case missing customer


you should specify parent account or contact

how do i set that up  I am drawing a blank  I know this may be simple

Please help

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: case missing customer issue

    correct our issue was exactly that with the customer account linking to the case it was not being properly filled in when linking to a case the case associates with the customer account so a master customer account or ID should be created and should be used with cases

  • Suggested answer
    razdynamics Profile Picture
    razdynamics 17,304 User Group Leader on at
    RE: case missing customer issue

    Hi Lucky

    The Customer is important as it is usually the customer account that your linking the case to and allows you to track SLAs and Support agreements, the contact is the individual your dealing with so you can track your communication more easily.

    Kindly tick 'Yes' to Verify :)

    Best Wishes, Raz

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