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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.

Goal

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 ?
 

Solution

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