1
We have a lot of new customers/contacts contacting us with requests.
We dont want to create new accounts, but rather just create a contact, passing through the lead to sell process, qualify and then create an account.
Thus we create a case against a contact, using Customer field to select a contact.
The case is then converted into a lead, which then is qualified, and turned into a prospect account.
When this is done, we cannot see the associated cases towards the contact (now associated with the new prospect account) on the "Recent cases" grid on the account form. A user needs to open it to see if there is any case.
A customer service needs to know if there is any open case that was active for the contact.
We dont want to create new accounts, but rather just create a contact, passing through the lead to sell process, qualify and then create an account.
Thus we create a case against a contact, using Customer field to select a contact.
The case is then converted into a lead, which then is qualified, and turned into a prospect account.
When this is done, we cannot see the associated cases towards the contact (now associated with the new prospect account) on the "Recent cases" grid on the account form. A user needs to open it to see if there is any case.
A customer service needs to know if there is any open case that was active for the contact.
STATUS DETAILS
Declined
Administrator on 5/15/2023 6:04:10 AM
Thanks for your valuable feedback. We request you to kindly raise a support ticket with Microsoft to help us investigate and resolve the issue for you.
Regards,
Product Manager,
Microsoft