A “case” is any project, transaction, service or response that is “opened” and “closed” over a period of time to achieve resolution of a problem, claim, request, proposal, development or other complex activity. It is likely to involve multiple persons inside and outside of the organization, with varying relationships to each other, as well as multiple documents and messages.
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- Assign, use for assign of selected cases. When clicked this option, channel member list opens and related case is assigned to chosen member.
- Move to Another Channel, used for moving selected cases. When clicked this option, channel list opens and related case is moved to chosen channel.
- Merge Cases, use for merge of selected cases. When clicked this option a warning screen opens and if you click ok button the case number remains open and other cases are closed.
- Close Case, use for close of selected cases. When clicked this option a warning screen opens and if you click ok button, case is closed.
- Delete, used for deleting selected cases.
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- Click on "Send Update" command from toolbar.
- From: There are two options for sending mail. First is using the channel e-mail address., second is using the user e-mail address.
- To: The address to be sent is entered.
- Cc: The address to be sent is entered.
- Subject: Enter the subject of e-mail.
- Attachments: Add e-mail attachments.
- Select: Case documents ara listed in that field. You can choose attachment what you want to add in the e-mail.
- Message composer dialog will be shown. Recipients are automatically filled from case people but you can add additional recipients if needed.
- Fill out the message click Ok. Message content can be contain rich elements like font styling, tables or links etc.
Activity Stream
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