Linking a Support Case to a Transaction

Scenario

User would like to know how to link a support case to their sales orders.

Solution

Users can link support cases to seven transaction types including the following:

• Quote
• Sales Order
• Invoices
• Cash Sale
• Purchase Order
• Opportunity
• Work Order

To link a support case to a transaction:

1. Open the support case record.
2. Click the Related Records subtab.
3. Click New on the Transactions subtab to create a new linked transaction.
   Note: Users can also click Attach to link an existing transaction to the support case.