Hello there,
I have added the following field to "Cases":
Thereby, I can assign a Case to an Opportunity, e.g.:
If I now go to the respective Opportunity, I dont see the Case there because there is not Subpanel "Cases" for Opportunities.
How can I ensure, that Cases are linked properly with Opps and are visible in the Opportunity?
BR and many thanks in advanve
Alexander
Although not exactly the same as what you are asking, if you display the emails for "Related Contacts" you will see ALL the emails related to those contacts including the Cases.
In the Admin module under Email you can find the "Related Contacts Emails"
And there you can choose to show related contact emails in Accounts, Cases and Opportunities:
If you show the related contacts emails in your Opportunities, you will see those contact's Cases.
So, assuming that the same contacts are related to both your Opportunities and the Cases related to that Opportunity, you should get what you need.
Although not exactly the same as what you are asking, if you display the emails for "Related Contacts" you will see ALL the emails related to those contacts including the Cases.
In the Admin module under Email you can find the "Related Contacts Emails"
And there you can choose to show related contact emails in Accounts, Cases and Opportunities:
If you show the related contacts emails in your Opportunities, you will see those contact's Cases.
So, assuming that the same contacts are related to both your Opportunities and the Cases related to that Opportunity, you should get what you need.
