Questions by Category: "Cases app"

Apptivo’s Master Layout helps you to customize your application's attributes based on your business preferences. Using the Master Layout , you can configure the sections and attribute...more

The Cases app allows you to print the individual case’s information using the print PDF option on the overview page. You can customize the layout based on your requirements. Let’s g...more

SMS Templates contain predefined content and it is used to send mass texts or individual text to your customers through SMS. The Cases app of apptivo allows you to create your own SMS t...more

Using the cases app, you can automatically update the status of the case with ease. You can automate the status updation in three different ways as follows: Triggers - when the set tri...more

Hi Ernie, You should start off by creating a case (either create case or email to case) with the technical issue specified by your customer and assign it to your employee. Convert case...more

The Print/Web Layout feature of Apptivo allows you to prepare your own template for the cases. By using this feature in the Cases app you can choose the case template to print/download....more

There are instances where you want the cases to be pre-organized for easily acquiring the information. Rather than choosing a sort range every time, you can save time by setting up a de...more

Cases App has great significance as it helps to handle different concerns and bug issues from the Customers. Each case might go through different steps. As it includes different actions...more

Having emails automatically created as cases can save you time, but having all spam emails converted to cases may make your ticket closure process chaotic. In such circumstances, you ca...more

Apptivo Cases App has options to prevent any user from creating duplicate records. This is can be done easily by setting the duplication rules on whether to create or restrict the dupli...more

Log into your Apptivo account and navigate to the Cases App. In the Cases App, select Settings. In the Settings page, select Collaboration. The Collaboration page will appear...more

Apptivo provides the ability to add third-party customers to Cases app, so they can log in and view the progress of the case details using their own account. You can also define the cas...more

The customer case reports enable you to filter cases created for a particular customer. The customized case report acquires case number, a summary of the case, the customer involved in ...more

Apptivo Cases app allows you to create email notifications for incoming emails. You can create an instant email notification as per your preferences based on the cases or hashtags. The ...more

General Cases Reports The general case reports describe you about the case summary. It lists all the cases which are created in the given period. The lists speaks about the case number,...more