You’re offline. This is a read only version of the page.
Referring to the Case entity, there's a customerid field.
Is this customerid similar to that of Contact entity's contactid?
Who create this customerid in the Case?
Please advise, I am kind of confuse that does every case being created has a customerid?
Thanks guys.
*This post is locked for comments
Hi Kentana ,
Yes it creates the contact with the incoming email id (In Case of new) and tags that Contact to a Case.
In case of Existing Email - it searches and tags that contact with the created case.
Please mark as verified if this helps you..
I believe if it finds the contact or account with the same email address, it would attach it with the case, if not, it will create new.
Just a quick check, for "email to case" creation. The case will be auto created when there's incoming email to a Queue. The customerid will be created as well?
Hi Kentan,
New Data Type “Customer” has been introduced in CRM Online 2016 Update and can create in Custom Entity as well.
Customer Data Type is a combination of both Contact and Account Entities, one can choose either Contact or Account record.
See: arunpotti.wordpress.com/.../customer-data-type-in-crm-online-2016-update
It is default field.
Mark as answer if it works for you
Hi Kentan,
Customerid is the customer for whom the case is being created. Customerid can be either Contact or Account.
You can use existing Account/Contact record in customerid or you can also create a new contact using quick create form.
Thanks,
PS
In CRM a customer could be either an account or a contact. So customer field displays both accounts and contacts and this is mandatory for every case.
Hi Kentan ,
Cases needs to be created against an account or contact.
Customer is mandatory to create a case.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,240
Super User 2024 Season 2
#2
Martin Dráb
230,149
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (