CRM Related List - How to View in Desk
I have the Desk / CRM integration enabled. It seems to work fairly well, with agents able to pull up basic CRM info from Desk.
However, one of the key pieces of information that would be helpful for agents - what product(s) the customer bought and when - is unavailable in the standard integration.
This information is stored in a related list in CRM.
How does one make it so that this related list is quickly viewable from the ticket? Is the CRM extension tweakable? Would I have to have a new extension written? Maybe some simple setting that I'm missing?