Being able to acc a competitor/partner to a customer service case
Many of our customers would like to have the possibility to add a 3rd party contact/company to their customer service cases. Similiar to the way competitors and partners can be added to opportunities.
We operate in a channel and this is very important as many client cases should be tracked and billed to the Dealer as well.
You can do that by clicking into the contact box button (...) then search for the 3rd Party by Last Name or Company. Then click OK to select them. When you save the Cust Serv Case you will find them saved as the Contact.
Not perfect but does the job.
Mario Dal Ponte - webtiser AG commented
sorry about the misspelling in the title. acc should be add.