Questions by Category: "Cases"

Case via Email Yes, it’s possible to create a case via Email. You should have a valid Email address to precede this feature. Please read these steps on how to convert an Email to Case...more

The 360-degree view of Apptivo is mainly used to view the association between the two records that are associated with the current record.  Login and access the Work Orders app from th...more

Apptivo’s Cases app allows you to create an event with an attribute value in the cases. The mapping option empowers users to create an event with the selected attributes from the Case...more

In addition to the Apps present in Apptivo, you can also create new Apps for your business purposes using the App Builder. For Cases App, you can create a Cases Extended App to meet the...more

The Access Level feature of the Cases App allows businesses to determine who can access a particular case. This feature can be used to configure the view and edit access for the cases. ...more

Associated Object report in Apptivo helps you to get the accurate reports with filters for the activities related to the Cases App. Mostly, it helps to get the associated reports with t...more

Consider a particular case that has been closed by one of your employees and you would like to know who closed the case. With the Advanced Search option, you can easily locate the close...more

Cases App has great significance as it helps to handle different concerns and bug issues from the Customers. Each case might go through different steps. As it includes different actions...more

Cases CRM tool is a software that assists in handling the customer grievances. There might be instances where a similar issue is reported by multiple customers. In those cases, we canno...more

There are instances where you want the cases to be pre-organized for easily acquiring the information. Rather than choosing a sort range every time, you can save time by setting up a de...more

Cases App in Apptivo is a novel tool to manage a database of all the inconvenience reported by the customers. When your Organization is considerably large, it becomes difficult to keep ...more

In the Cases app, you can customize the layout of the table view according to your business requirements. In addition, you can customize the layout view of the mobile layout using the M...more

Hi Ernie, You should start off by creating a case (either create case or email to case) with the technical issue specified by your customer and assign it to your employee. Convert case...more

There are numerous situations where you might want to keep your customers informed of the status of their cases. Apptivo provides the ability to add third-party customers to their cases...more

The Cases App allows you to create your own custom templates which will be used to generate PDF of your Cases. Steps To Create Log in and access the Cases App from your Universal Naviga...more

Associated Object report in Apptivo helps you to get filtered and more accurate reports for the activities related to the Cases App. Mostly it helps to get the associated reports with t...more

Steps to set up cases using the Apptivo business plugin Go to Wordpress dashboard. Choose Plugins-> Select Installed Plugins then install Apptivo business plugin. Now, Activate busin...more

Apptivo provides the ability to add third-party customers to create and manage the cases, so they can log in and view the progress of the case details using their own account. In additi...more

Log into your Apptivo account and navigate to the Cases App. In the Cases App, select Settings. In the Settings page, select Collaboration. The Collaboration page will appear in the ri...more

Apptivo provides a third party customer portal to connect with your customer individually. It allows you to provide access from your Apptivo Cases app as per your preferences. With that...more

To Create an Intelligence Dashboard you have to perform two steps. Step 1: Create Charts Step 2: Create a Dashboard Step 1: Create Charts Login and access the Cases App from the univers...more

Apptivo Cases App has options to prevent any user from creating duplicate records. This is can be done easily by setting the duplication rules on whether to create or restrict the dupli...more

You can set an automatic reminder to your customer based on work shifts using the "Acknowledgement" option provided in the Cases app. Steps to set acknowledgment to your customer Log in...more

Apptivo provides the ability to add third-party customers to Cases app, so they can log in and view the progress of the case details using their own account. You can also define the cas...more

Management of customer requests is one of the important features of CRM apps. Cases App assists Organizations in designing the Service Hours and allocating it to a particular group to w...more

Apptivo is powered with Timesheets App, but currently we are not supporting timesheet collaboration with CRM cases. You can create a timesheet from projects and tasks in other apps....more

The cases application is a central location used to manage problems or issues that your customers incur. You are able to document the details of their problem, and manage all of the act...more

The customer case reports enable you to filter cases created for a particular customer. The customized case report acquires case number, a summary of the case, the customer involved in ...more

Apptivo Cases app allows you to create email notifications for incoming emails. You can create an instant email notification as per your preferences based on the cases or hashtags. The ...more

Cases can be automatically created in Cases App when a customer emails you for support. You can use email ids or aliases to receive emails from your customers. In order to receive cases...more

General Cases Reports The general case reports describe you about the case summary. It lists all the cases which are created in the given period. The lists speaks about the case number,...more

News Feed All events in Cases App will be displayed. You can stop displaying them by clicking the OFF button found in notifications. The events such as case created or deleted will be s...more

Cases App The Cases App plays a vital role in Apptivo's CRM system. Since customers are the backbone of any business, making them happy should be a number one priority. The Cases App gi...more