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ReportHello,
I am fairly new to the CRM world and have found the community on here very useful however I am struggling on this subject.
I am working on cases - customer service.
On the order entity we have a view of products that are within that order. This view is only populated with products once the order is saved/processed.
On my cases page I have a related look up for 2 fields. ( 1 field for orders and 1 field for invoices ) - only brings up related orders/invoices depending on what company is selected.
I am wanting to create another lookup that will show the products related to the order once its selected. No products are currently stored on our CRM and are written across from a 3rd party platform. As i mentioned they are only populated on a view once a order is processed.
At the moment it is a manual process as the CSR will find the order number whilst creating a case but will have to search that order number within the order entity (on a new tab) to note down the product numbers.
Is there a work around or a way I can allow CSRs to search for a product number from a order number whilst creating a case? (I hope the question makes sense).
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