How do I Customize the Cases App?

Apptivo's Cases App settings are provided with meaningful defaults. You can customize them according to your requirements by configuring the application. Having a customized cases app will definitely soothe your process of collecting your customer's problems.

Steps to Customize Cases App

• Log in and access the Cases App from your universal navigation menu bar.

• Click on the More(...) icon and select the Settings located at the app header bar.

• A popup will appear with the group of configurations on the left, now we’ll go through each one of their actual values and adjust the actual values on the right:

• General

• Collaboration

• Duplication Rules

• Quick Links

• Reports

• Tags

• 360 Degree Views

• Email Notifications

• Collaboration

• Notes

• Notifications

• Update Notifications

• Email

• Email to Case

• Email Templates

• From Email

• SMS Templates

• Scheduled Reports

• Emailed Views/Reports

• Cases

• Assignments

• Time Tracking

• Conversion

• Default Assignee

• eSignature

• Communication

• Number Generation

• Priorities

• Types

• SLA's

• Support Plan Assignments

• Statuses

• Service Hours

• Case Source

• Highlighting

• Triggers

• Frequency

• Intelligence

• Charts

• Dashboard

• Customize App

• App Naming

• Master Layout

• Print/Web Layouts

• List Layouts

• Sort Ranges

• Views

• Security

• Actions

• Access Level

• Assignment Level

• Data Sets

• Data Access Sets

• API

• Create

• Update Case Attribute

• Query List

• Delete

• System Messages

• General

• Interface

• Portal URL

• Portal Access Level