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

Understanding Related Actions

You can attach these objects to a case:

  • Equipment work order

  • Sales order

  • Lead

  • Quote

  • Script

  • RMA

  • Service Work order

Use the Related Actions program (P90CG503) to create and associate new objects, such as sales orders, quotes, service work orders, equipment work orders, leads, scripts, and RMA to a case. You can then access the revision forms for these related actions through links on the form. These associations to the case are in the F90CG503 table, which records the case or work order number, association type, lead ID, RMA number, and script ID.

Note : Existing objects cannot be associated with the case through the Related Actions Program.