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Interactive Service Hub behavior when Adding record

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Posted on by litonn

911

Hi, does any one know why Interactive Service Hub forms display lookup window when CRM forms display new form when adding activity to Cases? I know that if regarding field is not required, then it will display the lookup window, but in this cases it acting differently. did any one face the same issue for Interactive Service Hub forms?

thanks

MD

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litonn 911 on at

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RE: Interactive Service Hub behavior when Adding record

I expected to see the New forms, not the lookup window as it display New forms in CRM.
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PS 23,577 on at

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RE: Interactive Service Hub behavior when Adding record

You will not be identify a lookup field in ISH until you click on that field for e.g. 'customer field on case', while in CRM you can easily identify it. Functionality is same but the UI is different
PS 23,577 on at

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RE: Interactive Service Hub behavior when Adding record

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