Status
New
Idea Name
Display most recent cases by contact/account on Timeline
Title
Display most recent cases by contact/account on Timeline
Description

Thinking about giving the agent working the case a full picture of the client's issue/support experience with the support team, we should display the most recent cases that the contact or account on the case opened, if they fall into X amount of days (i.e: 1 week) of that case's created date.


This tells the agent if the client has had recent support interactions and what the issues were, so they can make a decision on if the issues could be related or even just about the best way/sentiment to approach the client on the new case.

Skip Feed
  1. One thing that I would want to avoid would be to replicate what you can do with the "Related List - Single" component in Lightning App Builder.

     

    Perhaps we look at the "Time closed until new case creation" setting as a way to surface recent/relevant cases for that contact or account. I would want to show that new cases for that contact or account were created chronologically in the Timeline, with a link to view that case.

     

     


End of Feed
1 Chatter Feed Items