Questions by Category: "Cases"

What is SLA? A service-level agreement (SLA) is a part of a service contract where a service is formally defined. In practice, the term SLA is sometimes used to refer to the contracted ...more

Zinnect's Email to Ticket feature converts incoming customer emails into tickets automatically in the Tickets App. Once you authenticate your support email address, every inbound messag...more

Cases App has the provision to provide access to the users who are given the task to perform bulk export in Cases. This permission to perform bulk export is provided only by the super-u...more

Cases App allows you to provide access to the users who have been assigned the task to Schedule Follow up for the cases. The permission to schedule a followup, can be provided only by t...more

Cases App allows you to view Shared Views.  For that you need to first configure “Views” settings in order to display “Shared Views” in Cases App home dashboard. The custom vie...more

Triggers allow you to perform automated actions like triggering an email or updating an attribute based on particular criteria. Cases App allows you to set triggers on Event based, Time...more

Triggers allow you to perform automated actions like triggering an email or updating an attribute based on a particular criterion. Apptivo CRM Apps allows you to set two types of trigge...more

The Cases app has several configurations that allow you to adjust the way the app functions. This includes creating, modifying, and managing the statuses of your cases. Steps to Create ...more

Steps to Add and Update Cases in Projects Log in and access Projects app from your universal navigation menu bar. Click on "List" drop down and select “Show All” from the left n...more

Cases App allows you to view all your cases along with their statuses, if you want to hide a particular case status, you need to customize the settings. For Instance: You can view y...more

The News Feed tab is where you can view the complete history of a case from beginning to end. Reviewing case events can help you trace the path of a case and troubleshoot any issues. If...more

Cases app has many default standard reports. You can view the cases that are opened in the past due date using the "Cases Past Due" report option. The following are the steps to generat...more

Label visibility is one of the field properties in Master Layout of the Cases App. This feature allows you to hide the label of the field on the create and view page of the Cases. By de...more

You can find all the created Cases based on their type. Under “By Type” while creating a case you have to select a case type manually to which it is related. The Cases App not only ...more

First, you need to configure “Views” settings in order to enable “Show All” feature to be shown in cases home dashboard. Steps to View All Cases App Log in and access Cases app...more