Case management: Partner confirmation and subsequent case creation

Hi,
When i confirm a partner and then click case, the partner number does NOT reflect when the case details open. Is this the standard functionality or am I missing to activate or configure something here. For instance when i create a lead, the partner confirmed before gets automatically reflected in the lead details. In this issue of case, I am right now manually adding the partner. Please clarify on this.
My second query is about triggering an action (mail) to the related partner when i 'save' the case. Any input here would be appreciated.
Thank You,
Amar.

Hello Amar,
I'm afraid that I can't add much additional value here. For your second point about emails I would normally suggest OneOrder PPF (Post Processing Framework) actions. But I assume that these only work in One Order documents and not for the case. Perhaps someone else can confirm?
And I am not aware of any additional enhancements to Case Management, except for some Investigate Case Management functionality rolled out in CRM 7.0 targeted at the public sector (e.g., government and law enformance agencies). My recommendation would be to look at the new IT-IL based Incident/Service Request  IT Service Management functionality available in CRM 7.0 which provides a lot more power and flexibility than the old Case Management (or Service Ticket) functionality.
Best regards,
John

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