Pick Case


Current behavior: 1. Whenever a user is in a queue view, they work with “Cases available to work on” view. 2. Now, when I pick this case, as expected it goes away from this view and I can then see the case in “Cases I am working on view”. 3. This is not very efficient, because a user has to k...

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Category: Customer Service (Case Management / Queues) (48)

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Email convert to case


Can we have the pop-up box for email to case convert customizable? We would like subject field to become mandatory for us which is mandatory on the case form for us.

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Category: Customer Service (Case Management / Queues) (48)

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Add case to queue


Today when manually adding a case to a queue (private queue), we need to do an unnecessary step. 1. Click "Add to queue" 2. Enter the queue name in the lookup field This however doesnt directly select the queue name 3. I need to then change the view to "Active queue" 4. Then the queue name I ent...

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Category: Customer Service (Case Management / Queues) (48)

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Attachments in Emails


Opening attachments in email is really cumbersome. 1. I have to click on the attachment 2. It opens a new window with the link in it. 3. I have to again click on the link to open the attachment. 4. The file will then be downloaded to my desktop and then I need to open it to view it. Is there a...

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Category: General (171)

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Cases against a contact


We have a lot of new customers/contacts contacting us with requests. We dont want to create new accounts, but rather just create a contact, passing through the lead to sell process, qualify and then create an account. Thus we create a case against a contact, using Customer field to select a cont...

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Category: Customer Service (Case Management / Queues) (48)

STATUS DETAILS
Needs Votes