5 Replies Latest reply on Jul 1, 2020 6:03 AM by rodrigo barcat

    Remedyforce - Using Contact as Client

    rodrigo barcat
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      Hi guys,

       

      I've read the documentation (link below) several times, I performed the procedure, but when I test it, I don't see a relationship between the Contact X Account fields in the same way as I have between Customer X Account.

      Using contact or lead as incident client - Documentation for BMC Remedyforce 20.19.02 - BMC Documentation

       

      When I found this documentation, I imagined that after finishing the configuration when I selected the Contact, the Account field would be filled in automatically just like when I fill in the client. Or there would be a user filter when I first selected the account.

       

      A small explanation: My client already used SF (CRM) and for that reason his contact base is now populated, the user base has only the staff

       

      Cheers!