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Edit
Use for editing the subject, description and the type. When choosing the type, the profile feature will be active.

Profiling

In addition to these fields, some processes may have custom-defined profiles like The basic functionality of a case may not be enough for more complex cases such as CRM, Service Desk, Customer Complaint . Channel members can assign these profiles on cases to use custom defined fieldsetc. In this case, the profiling feature allows the users to define custom fields to use on their cases. Please see the Content Types for more detailshow to define them.

To profile a case please follow these steps;

  • Open the case menu and select "Profile"
  • Type The type field will be listing the related content types.
  • Select a type and the profile form will be displayed. Fill out the profile form and click Ok.

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Add a comment to the message field.

Symbol

Definition

Image Modified
It is used to import files or documents into the message.
Image Modified
It is used to add links
into
to the message.

Import Options
You can import files into the message box using different options.

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