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TC-07242 : Associate an existing Activity to an existing Case

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Process Area : Store Ops

Steps To Execute

Log in as: Kimray - Field Service Technician
Kimray - Customer Support Specialist
Kimray - Customer Support Specialist - Intl
Kimray - Product & Customer Support Manager
Kimray - Product & Customer Support Tech
Kimray - Repair Tech
Kimray - Sales & Services Manager
Kimray - Service Supervisor
Kimray - Store Sales
Kimray - Store Warehouse Specialist

through the global search bar, locate a scheduled phone call activity and select Edit.

In the Related Records subtab, we want to associate this call to the case just created. In the Company field, select the company used in the sales order scenario.

select a contact from that company to associate to the call.

In the Support Case field, use the double arrows to view the list of all support cases associated with that customer record. Select the case made in the previous test.

Select save.

Expected Results

completed phone call activity appears in the activities table of the case.