Case Management

  • Last Created On Jul 22, 2025
  • 99
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: 99

Recent Articles

  • Client creates Appointments and Rates Ap...
    6
  • Email Notifications - Appointment Bookin...
    5
  • Dashboard - Appointment Booking Module
    10
  • Appointments
    8
  • View Event Type Information
    8

Popular Articles

  • Warehouse
    1665
  • Item Settings
    1339
  • General Accounting Settings
    1181
  • Mapping Setup
    1098
  • Inventory Receiving Voucher
    962