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A/R Contracts link Contract Template to Case Classes

Use Case: Two contracts for a customer. One is Unlimited Support usage and one is a block of hours. The techs make mistakes by not choosing the correct contract

When selecting a specific case class, choose from only the correct available contract types.

Add a preference to the contract template (see screenshot) so that we can configure an associate to available case classes.

When creating a new case the only case classes available are based on the contract, This needs to work in the Customer Portal too.

  • Gregg Mercede
  • Apr 10 2020
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