Final answer:
To create a case from records, access the relevant record such as an account or contact, then create a new case and associate it with other related records like entitlements, products, and assets to provide a comprehensive view and improve case management in a CRM system.
Step-by-step explanation:
Creating a case from records in systems such as a Customer Relationship Management (CRM) platform typically involves associating the case with related entities such as accounts, contacts, entitlements, products, and assets. This process usually begins by accessing the relevant record (for example, an account or contact), where there is often an option to create a new case directly. When creating the case, you will be prompted to fill in various details about the case and have the option to link it to other related records by selecting them from the CRM's database. This connectivity allows for a more comprehensive view of the case and its related aspects, improving customer service and case resolution efficiency.