We currently have a UDF for this, but want to automatically fill in a case with the companies product/service when a case is created for them. Out-of-the-box functionality for this would be an excellent improvement.28 votes
If companies had products it could be made quicker to create a customer service case. i.e. when creating a case for a company show the products that the customer has and not the whole list (with the option for the user to see the whole list).
In our environment it would be unusual for a case to be created for a product that the company doesn't own.
At the moment we have to store this in a seperate UDF at the company.
We have products at case, campaign and opportunity why not Company?40 votes
The tech I was working with was not able to access a license number for us. I do not understand how a company does not have access to it's own resources. In the end, I had to jump through loops and bounds to obtain the license info...3 votes
This forum is for product related suggestions. So, I will have to close this idea.
Anyway, I have forwarded the input to our customer service team.
I bought an upgrade to Max11, and now cannot find the custom list retrieval of lists I built. email@example.com
allow me access to the functions I used to have with older versions, you have hidden the "retrieve list" function so i cannot find it without paying for support.1 vote
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