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Within the case management app, the "Save and Close" function does not close the tab of the new page it opens like it did in the previous versions of CRM.

Isabella Tighe on 3/13/2020 12:50:52 PM
When users are working cases in Legacy, they are able to open a case in a new window, work the case, and then press their "Save and Close" button to save the record and close the window. When working cases in UCI, users can open a case in a new window, work the case, but now have to use "Shift+Click" on a record to open it in a new window, and then the "Save and Close" button will close it.

Users would like to have the same functionality back in UCI that is available to them in legacy when closing cases that have been opened in new windows.
Category: Customer Service Workspace
STATUS DETAILS
Completed
Ideas Administrator

Administrator on 7/5/2023 4:30:25 PM

Save and close button on a anchor tab will now save the record and attempt to close the session.
Save and close button on a app tab will save the record and attempt to close the tab.

Please review: https://learn.microsoft.com/en-us/dynamics365/customer-service/csw-overview

If further questions, please contact marco.rodrigues@microsoft.com