Case Activities

Can anyone tell me how we can get an activity to show up in the
Activity area of a case? When we create a new activity within a case
it links to the contact or account by default. We want our activities
that are created within the case to be linked to the case so that when
we have the case open we can easily click on the Activities and all
related activities pertaining to that particular case are right there.
Instead, we are having to get out of the case and go to the Account
and find them there. Very unproductive and doesn't make a lot of
sense. Are we missing something?

imumar
Thu Sep 20 14:32:01 PDT 2007

Hi Paula,
As I remember, when an activity is created from with in a case, its
regarding field is prefilled with the case and so it will endup with the case
and not with account or contact. Regarding field in the activity decides
where to show the activity.
May be somebody have changed the default behaviour by doing some
customization on case entity. You need to changed the mapping in case
accourding you to your requirments.
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uMar Khan
Email for direct contact: imumar at gmail dot com


"Paula" wrote:

> Can anyone tell me how we can get an activity to show up in the
> Activity area of a case? When we create a new activity within a case
> it links to the contact or account by default. We want our activities
> that are created within the case to be linked to the case so that when
> we have the case open we can easily click on the Activities and all
> related activities pertaining to that particular case are right there.
> Instead, we are having to get out of the case and go to the Account
> and find them there. Very unproductive and doesn't make a lot of
> sense. Are we missing something?
>