Sort tasks based on account

subinsuresh
Tera Contributor

Hi Team,

 

We use both CSM and ITSM and need a way to search and view all associated records, including Cases, Incidents, and Problems, for a given Account.

 

What would be the best approach to achieve this?

 

we wanted have a list in workspace with all these details

 

Thanks.

 

#csm #itsm

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