EBSuite Support  shadow  Knowledge & FAQs    Learning Center  shadow  Tech Blog  shadow  Support Question?  shadow  Login to Case History  shadow
 


Knowledge Home | Customer Support & Helpdesk |
Case View can include many case history details

In most organizations the Support Manager is often a player-coach with responsibility for Cases as well as overall responsibility for retiring all the cases for the Support Team

Fine tuning the Case view can make the view a dynamic tool in the case management process.

  • Use Case Status color coding to focus on the most urgent cases
  • Set flags in the Escalation Rules to quickly see the escalation history
  • Use the Lasted Touched field to determine who lasted updated the Case: Client or Agent
  • Create a User Group and setup access sharing to provide a by-User ad-hoc search capability
  • Sort the view by any column heading in italics

Video Link See a short screen capture where the Case View has been tuned.
 

Related Articles:
No related articles.
 
Attachments:
No attachment found for this article.
 
Was this article helpful?
 
 
Type: Knowledge Base
Tag(s): CaseMgt
Email a friend
Print this page


Back to Knowledge & FAQs page.


 
 
Powered by EBSuite.