You can associate a case with a loyalty program member.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, Developer, and Unlimited Editions that have Loyalty Management enabled. |
| User Permissions Needed | |
|---|---|
| To associate a case with a loyalty program member: |
Edit on cases AND Loyalty Management |
-
On the Case page, click Related. The Loyalty Program Members related
list appears.
Note This list is not available by default. Navigate to Setup to enable it. - Click Add Member to Case. The member case details page appears.
- Select the Loyalty Program Member. The case number is prepopulated.
- Save your changes.