Status
New
Idea Name
Add Content from Object Records related to Contact or Account
Title
Add Content from Object Records related to Contact or Account
Description

When composing a reply to a customer, support agents often need to reference data related to that contact or account. Today, they are forced to open multiple browser tabs to reference object record data, or they may rely on an existing Canned Response with the exact merge fields that they need.


Similar to how the New Comment Page allows you to select fields from a Knowledge Article, what if we allowed support agents to select records related to the Case Contact or Account, where field values from that object record can easily be inserted into the response they are composing?

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