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Loyalty Management
Create a Case for a Loyalty Program Member

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Create a Case for a Loyalty Program Member

Service representatives can create a case for a member when interacting with them from the member’s Loyalty Program Member record. The case is automatically associated with the member’s Contact record.

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: Loyalty Management
  1. In the Loyalty Programs tab, select your loyalty program.
  2. Select a loyalty program member.
  3. On the loyalty program member’s profile page, click Cases, and then click New.
    If the Cases related list isn’t available on the Loyalty Program Member page layout, add it to the page layout from Setup.
  4. The Contact Name and Account Name fields are prepopulated.
  5. Enter the case details.
  6. Save your changes.

After you create the case, the case is associated with the member’s Contact record and isn’t listed on the Case related list of the member’s Loyalty Program Member record. If you want to list the case on the member’s Loyalty Program Member record, associated the member and the case in a Loyalty Program Member Case record.

You can add a member to a case from the Loyalty Program Members related list on the Case record or create a Loyalty Program Member Case record.

 
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