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We are using the Service Console app to log incoming calls as cases. Our current process is to use Global Search to find the Account, find the contact and create a new case on from the contact. I am trying to save some clicks by adding a Left Sidebar Component to the Account view that brings in the Contacts related list: Subtab Components

This works great, actually. I can see the related list of contacts in the account view. But I was to add a button next to each contact in the list for "New Case". Any ideas how to accomplish this?

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Sadly, at this time the native Related List components do not support custom buttons. In fact, they do not support certain standard buttons either:

  • Add to Campaign
  • Send an Email

One alternative for you might be to tweak your process:

  • User opens account
  • User opens contact from your sidebar
  • You add a New Case quick-action to your contacts page layout
  • User clicks your New Case action to create the case

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