CRM 9.2 - Steps To Configure New Agreement And Tag It To Newly Created Case Type
(Doc ID 2414263.1)
Last updated on JUNE 22, 2018
Applies to:PeopleSoft Enterprise CRM Support - Version 9.1 to 9.2 [Release 9]
Information in this document applies to any platform.
Qn1: When having created a new agreement and case type separately, how to configure both so that whatever case created under the new case type is tagged the new agreement created ?
In other words, which are the steps to configure new agreement and tag it to newly created case type ?
Qn2: From where the provider group or a case can be linked with an agreement ?
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