So I've created 2 cases for a certain "Test" account that I have. When I go to the Cases tab at the top, they show up normally. When I go to the "Accounts" tab at the top, and then choose my Test account, the cases don't show up under the "CASES" Section below the basic information for that account. It shows up under the "ACCOUNTS" Section below the basic information.
Is this a glitch or error of some kind?
Also, is that causing other pieces to not work?
Unrelated, but also wondering about creating alerts for rules:
It may be easier to explain in examples. Say I have a rule that whenever I create a case, I want Zoho CRM to automatically send an e-mail to the Account Contact that I have for whatever account I specified in the case. How do I get the "Alerts" section to send that e-mail to the Account Contact that I specified in that particular case?
Per example, on my Test Account, I create a case because I get an email from my customer saying that they need something fixed. So I create a case, when I create that case and specify the person I got that email from, I want the CRM to send an e-mail to that person, notifying them that a case has been opened on their account. Can I do this? As it stands, I am only able to have the CRM send an e-mail to the case creator (in this example, myself), but that's not helping me to inform my customer that a case has been opened to solve their issue.
Any help with these issues would be greatly appreciated!