How do I Customize the Cases App?

Updated on May 23, 2022 04:01AM by Admin

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.
Cases - Settings
  • 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:
Cases - Custom Settings
  • General
  • Collaboration
  • Notifications
  • Email
  • Scheduled Reports
  • Cases
    • eSignature
  • Intelligence
  • Customize App
  • Security
  • API
    • Create
    • Update Case Attribute
    • Query List
    • Delete
  • System Messages
  • Interface
    • Portal URL
    • Portal Access Level