How to display all the contacts(in the related list) of Parent and Related Child accounts in a case

Mouli8
Giga Contributor

How to display all the contacts(in the related list) of Parent and Related Child accounts in a case?Meaning Case related to Child1 Account should display contacts of Child1,Child2 and Parent Account in Contacts Related List on Case Form.

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sdivone
Tera Contributor

Mohita

I believe that this may be able to be done through the partner functionality within CSM. A customer alternative would be to develop a reference qualifier on the contact field. 

We faced a similar issue and ended up creating a reference qualifier but I would recommend using OOB functionality if you are able to.

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sdivone
Tera Contributor

Mohita

I believe that this may be able to be done through the partner functionality within CSM. A customer alternative would be to develop a reference qualifier on the contact field. 

We faced a similar issue and ended up creating a reference qualifier but I would recommend using OOB functionality if you are able to.