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Opening a case in CRM from SupportLogic UI

Modified on Fri, 16 Jun 2023 at 07:50 AM

 Is there a way to open a case directly on customer CRM from SupportLogic?


Purpose: 


This article explains the ways a customer can navigate to the case on your CRM directly from SupportLogic UI.


Summary: 


There are times where we wanted to open a case directly in our CRMs for various other reasons. SupportLogic allows you to do so with ease from different parts of the platform.

 

Please find the below GIF animations where you can navigate to the case on your CRM directly from SupportLogic UI.


From within Support Hub

From Sentiment cards on Console page:





 






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