Questions by Category: "Cases"

Cases app master layout allows the user to link cases app with other apps. Firstly, the users has to create custom fields and then select the name of the app he'd like to relate. Anothe...more

Cases app allows you to convert a case into an invoice. To convert the cases into invoices , you need to select each of your cases  that you wish to convert into the invoices and choos...more

Case app allows you to customize your 360 degree view. That is you can add the various app that you would be using frequently. This feature is a prominent feature that makes the life of...more

System Messages are messages that are already built-in. They are alerts  to warn or inform the users during certain activities. Cases App allows you to customize these system messages...more

SLA is the acronym of Service Level Agreement. Cases App allows you to provide access to the users who are deputed to view all the applicable SLAs and their status of a particular case....more

Cases App allows you to give access to the users who are reputed to view all the related cases associated with a particular customer or client. The permission to view associated/related...more

Email tab can be viewed only by those users who have the privilege to do so. Select Actions from the Security menu on the left navigation . In Actions-> Privilege. You can name and d...more

There are numerous situations where you might need to keep a customer informed of the status of a specific case in your Cases App. Apptivo provides the ability to add third-party custom...more

This setting allows to enable the email notification whenever the case is assigned. You can receive the Email Notifications in four cases: Case Creation Case Updation Case Assigned Note...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

In the Cases App, allows you to schedule your emails and reports. However, before scheduling the delivery time for reports or emails, you have to set frequencies. Quickly going through...more

You want to sent the reports very Monday to your team head. What would you do? Sending it manually is not only time consuming but also at times mundane.  Using the frequency option set...more

This setting allows you to enable the email notification whenever a case is created in the system. The created case can be notified to the following persons: Customer Assignee(s) You ca...more

This setting allows to enable the email notification whenever the case record is updated in the system. You can receive the Email Notifications in four cases: Case Creation Case Updatio...more

You are aware of Views in Apptivo. These views filter a set of objects or fields with specific criteria. Be it a Standard View or Custom View, you can add the Summary boxes to the Apps....more