A “case” can be defined as any project, transaction, service or response that can be “opened” and then “closed” over a period of time. A case generally is utilized to achieve a resolution to a problem, claim, request, proposal, development or any other complex activity.
Usually, multiple people inside & outside organization would have an access to a case inside and outside of the organization, with varying relationships to each other.
Additionally, cases can contain multiple documents and messages. Thus, a case is a reliable tool for sharing documentation while keeping in touch constantly communicating with colleagues and customers.
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Edit
Use for editing the subject, description and the type. When choosing the type, the profile feature will be active.
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Profiling
The basic functionality of a case may not be enough for more complex cases such as CRM, Service Desk, Customer Complaint etc. In this case, the profiling feature allows the users to define custom fields to use on their cases. Please see the Content Types for how to define them.
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Import Options
You can import files into the message box using different options.
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My computer, you can use to import files from your computer into Emakin.
Camera, you can take a photo using your computer camera and attach the photo to the message box.
Google Drive, you can use to import files from your google drive account into Emakin.
One Drive, you can use to import files from your one drive account into Emakin.
Office 365, you can use to import files from your office 365 account into Emakin.
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Within a duration, specifies of duration day, hour or minute.
Specific date-time.
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Case Links
Case links allow linking other cases as a child, related or duplicate. To link a case, please follow these steps;
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The current case will automatically be closed and the selected cases will be listed in Case Links as duplicates.
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