1. Customer Relationship Management for Support Implementation Guide
  2. Understanding Related Actions for Speed Case Entry

Understanding Related Actions for Speed Case Entry

You can access the Related Actions program (P90CG602) from the Speed Case Entry program (P90CG601) to create and associate objects to a case. The Case Revisions form includes the Related Actions button that you can click on to access the Manage Related Actions form. This button is available only in the Case Revisions form and is not available in the Speed Case Entry form.

You can attach these objects to a case:

  • Equipment work order

  • Sales order

  • Lead

  • Quote

  • Script

  • RMA

  • Service work order

The system displays the status of each type of related action in the grid along with the associated description. The system does not display a status for sales order transactions and sales quotes because they do not have statuses.