What action is taken to associate an existing case with a loyalty program member?

To associate an existing case with a loyalty program member, adding the Loyalty Program Member related list to the Case page is the correct action. This functionality allows users to directly link the specific loyalty program member to the case, creating an explicit connection between the two entities. By doing this, case handlers can easily view and manage the loyalty membership information related to the case, fostering a better understanding of the member's history and status within the loyalty program.

This approach enhances accessibility, ensuring that all pertinent information is available in one place and can be utilized when making decisions about customer support and engagement. The related list acts as a bridge between the case and the loyalty member, enabling staff to provide tailored services based on loyalty program contexts.

In contrast, simply adding or removing a member from the case page does not establish a formal association with the loyalty program. These actions might change the visibility of a member in context but do not create a definitive link. Additionally, creating a new case does not tie the existing case to the loyalty program member, thereby failing to utilize the relationship that the loyalty management system is designed to facilitate.