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Accounts in Cases

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  • Accounts in Cases

    Hello,

    I have the following problem.

    In the entity Cases ... There are contacts.
    Entity Cases has a relation to accounts.

    If I assign a contact to the case, then I want to automatically assign the account of the relationship to accounts-relation.

    I've tried this with workflows to create, but I do not succeed so far.

    Does anyone have any advice?
    Thank you.

  • #2
    Hi.
    It is possible to make for the primary contact's account.
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    • #3
      Hi Maximus,

      it works perpect!

      Thank you so much.

      Stephan

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