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Customer User Fields and Comments on Case Card

Summary

When working with cases, having quick access to customer information, such as user fields and comments, can be very helpful.

Customer User Fields

Customer User Fields can be accessed directly from the Case Card under the "Actions" menu.

Customer User Fields and Comments on Case Card 1.jpg

Customer Comments

  • Sell-To Customer Comments: Available from the "Related" section on the Case Card.
  • Bill-To Customer Comments: Also available from the "Related" section on the Case Card.

Customer User Fields and Comments on Case Card 2.jpg