Retain on the same tab on refresh
when user is working on some tab on the case screen and when the case is refreshed or reloaded then it should retain on the same tab.
Retain on the same tab on refresh
when user is working on some tab on the case screen and when the case is refreshed or reloaded then it should retain on the same tab.
Retain on the same tab on refresh
when user is working on some tab on the case screen and when the case is refreshed or reloaded then it should retain on the same tab.
Ability to filter timeline by @mentioned user and created by user
Case timeline may contain a lot of back and forth communication and other notes/posts. It would be helpful to be able to filter the timeline by @mentioned user (i.e. show me all notes/posts where I am @mentioned). The ability to filter notes/posts created by a specific user would also help in ...
Merge Cases from "Form" instead of "View"
The current way of merging cases is to go to a "View" and select two cases, then choose the "Merge" button at the top of the menu. This is ok when dealing with low volume of cases, however when there are a lot of cases, it means that a custom view needs to be created by the user to find these...
Be able to set default action on post in the time line
The default action of email is "reply all". You can change the order of the action available under that button and which actions should be available but not set the default action. This would be a huge improvement.
Quick Create Form - Save and Route
Dear Team,
On the quick create form, we can find the below two options while submitting.
- Save and Create New
- Save and Close
The request is to include an additional existing option as 'Save and Route'. This would help our agents/consult...
CRM客服系统回邮与创建案例在同一个界面
Show Case Resolution attachment in Portal Case Timeline
In our Customer Service processes, most of the time we need to have attachments when we resolve a case. And our agents have asked this functionality. We could customize the Case Resolution table in Dynamics 365 in order to show attachment in the Case timeline. But, unfortunately it is not poss...
Case cancellation comment/note
Include customizable dialog when cancelling like when resolving a case so user can make a comment on cancellation reason.