Associating Cases

In Snapforce CRM, you can associate cases to individual Accounts allowing you to track the questions, problems, requests your customers may have.

To associate a case to an Account at the time it is created, follow the below steps:

  • Navigate to the Account Record you wish to create the case for and click New Case under the Cases Tab.
  • The Account Name will be prepopulate in the Account Name field, continue filling in the details in the case creation form.

To associate a case to an Account after it has been created, follow the below steps:

  • Navigate to the case you wish to associate, click the Edit Button in the case detail record.
  • Click the [Search] link to the right of the Account Name field, a pop-up window will appear listing your accounts, click or search for the account you would like to associate with the case.
  • Click save once finished.