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5I am trying to set up our cases so that you can create a case associated with an account and choose a contact that is not associated with that account. Our customers are larger organizations that have a corporate office and several locations. When there is an issue at any of the remote locations the point of contact for our customer services is the representative at the corporate office. In CRM we have that contact associated with the corporate account record but need the case to be assigned to the specific office location account. When I try to create that case it gives me an error that the contact is not associated with the account, which it isn't, because it is associated with the corporate account. For example, if the corporate office is in Dallas and the specific incident is at the company's office in Houston, we need the case to show up as the at the Houston office, with the contact from corporate in Dallas. I can't associate the contact with the Houston office because an incident could apply to any of their 20 office locations and we would need the corporate contact to show up for all 20 locations. Is there a way to do this?
I appreciate the help!
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