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Service | Customer Service, Contact Center, Fie...
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Posted on by 410

Hi guys,

I have the following request from our support team and i'm really struggling to find a solution, so i was hoping your help will be in use.

We have the following structure:

Customers have Accounts in our CRM, when they buy subscription from us (for a certain products) we store this information in custom entity called Subscriptions. The subscription goes with Order (payment confirmation), there can't be Subscription without order, they are always together.

Then for an account we can see all his subscriptions and Orders.

When you open the Subscription entity, you can see what is the order associated to it, which Account and Contact owns this Subscription.

pastedimage1570178322557v1.png

Now the scenario:

When some of our customers opens a case with us, our support team must quickly see what subscriptions the person who open the case has.

In our Case form we store Account and Contact lookup fields.

As mentioned above, subscriptions are visible only on Account level.

This is how Case form looks like.

pastedimage1570178322558v2.png

Now, i was thinking for a sub grid or Quick View form but neither one of them refers to Subscription entity and here we want somehow to get information for the related records only (in this case this is Account)

I have the same question (0)
  • Suggested answer
    Rahul-Waghmare Profile Picture
    990 on at

    Hi Mate,

    There is no OOB way to achieve this, but you can create web-resource/iFrame and host it inside Tab on Case form, and pass Account ID to it.

    pastedimage1570198494375v1.jpeg

    Hope this helps,

    Regards,
    Rahul

  • Verified answer
    Community Member Profile Picture
    on at

    You can add a quick view form for the account (below the account lookup) and inside the quick view form of the account, add a subgrid for subscription. I just confirmed that we can add a sub grid to a quick view form so theoretically, you should be able to see subscriptions in Case. Can you please try and let me know?

  • Radoslavov Profile Picture
    410 on at

    Thanks Omar,

    This is exactly what I was looking for, a simple and elegant solution without customizations.

    Regards

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