Case Management

  • Last Created On Jul 22, 2025
  • 288
0 0

This screen is used to design Automation cases to automatically resolve issues related to customer posts and comments.

1. Add new Case 

Select the "Add new Case" function on the screen -> Proceed to enter the necessary data




2. Case Design

Select the View function corresponding to the Case to design it.

 

* Explanation:

o   If the predefined conditions are met, the system will automatically perform the specified actions when the Cronjob runs.

o   For example, if a mention filtered into the system contains the word "respective," the system should automatically add a tag to that corresponding mention.

 


3. Edit / Delete

Select the data you want to work with -> Choose the Edit / Delete function


Views: 288

Recent Articles

  • Convert to Invoice or Expense & Create I...
    15
  • Service Appointment in Field Service
    25
  • Work Orders in Field Service
    21
  • Estimates in Field Service
    22
  • Requests in Field Service
    21

Popular Articles

  • Warehouse
    2485
  • Item Settings
    2007
  • Plaid environment & Setup Your Bank Acco...
    1793
  • General Accounting Settings
    1688
  • Mapping Setup
    1574