Hello!
Our team has been stuck on these one for a while.
Recently we implemented some processes to notify clients on the status of cases. We managed this without a problem.
However we noticed something odd. Since the contact is related automatically when it is created in the web portal the info cant be added when it is created via de admin web.
To be clearer, when a case is created in the admin web the related Contact module is not populated.
We've tried adding the contact in the "Primary Contact" since that seem to be updated when the source is the portal. However this will not create the relation.
From portal:
From admin:
Of course we could link the record in the subpanel after creation, but that would skip our process for new records
Any way to create a field on the creation menui that would relate the contact?
Thanks in advance