What be the best way to view a contact and see a chronological timeline of all cases and activities?
(I can get a related list of Cases but no description) and separately the Activity list.
Users want one chrono list of
- Cases with Descriptions
- All case notes, comments, emails
Thinking every time a case is created, copy Case link, Subject, Description, Stage to an activity?
Any other options or methods people use?
3rd party apps?
Thanks
#Case #Service Cloud #Cases #Contacts #Customer Service #360 Degree View
답변 1개
It should be possible by creating a custom related list LWC component which shows the required data. You will have to involve a Salesforce developer to achieve this functionality.