Questions by Category: "Cases"

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 ...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

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

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 provide access to the users who have been assigned the task to Schedule Follow up for the cases. The permission to schedule a followup, can be provided only by t...more

Cases App allows you to provide access to the users who have been assigned to have a 360° view of a case. The permission for this view is provide by the super-user(Admin). The users(Em...more

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 c...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...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

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 Updati...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 ...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 Not...more