Entering New Contacts on the fly when entering a New Case - Ideas - Salesforce Trailblazer Community
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Delivered in Winter 16
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Entering New Contacts on the fly when entering a New Case

Case Management

Need to be able to add a contact person to the account name on the fly when entering a new case ? Enable Account field to be added to New Case page. Right now,... if the person calling in with a problem is not listed as a contact in the account, you have to exit entering a new case and add that person as a contact, then return to the New Case form and continue adding the case. Please add this feature Kevin Bevill - Censis Technologies 615-468-8007

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Latest Comment from Salesforce

  • Jennifer Sacks - 4 years ago

    This idea is delivered in Winter '16. You can find more information in the Release Notes here: http://releasenotes.docs.salesforce.com/en-us/winter16/release-notes/rn_case_feed_quick_actions.htm#rn_case_feed_quick_actions
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