how do i assign multiple cases by account?

Question

Is there a way to assign Cases by Account and have that update Case owner on the individual cases so that a rep can handle all cases assigned to one client in one shot? Would like manager ability to override queue assignments and have ability to assign all open cases for a client to one associate to work.

Chakresh Verma · Answer

Jon, Suggestion would be probably to capture the Associate for an account in the account object as a look up to user and whenever case is create, then probably you can check the associate name from account and update it as case owner through a workflow.

Let me know if this helps

Regards

Varun Nagpal

KVP Business Solutions

varun@kvpcorp.com

how do i assign multiple cases by account?

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