Questions by Category: "Cases"

Apptivo has integrated with Sign.co for eSignature capabilities in the custom-created Cases Extended apps. You can send your documents for eSigning from your Cases Extended application....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

Documents If documents were added, deleted, downloaded, emailed, and renamed, you can receive email notifications about actions performed on documents. Steps to Configure Documents Logi...more

Cases App allows you to provide access to the users who are deputed to view all the applicable SLAs with the status of a particular case based on the SLA. The permission to view SLAs ca...more

You can use the Summary Boxes in Apptivo’s custom-created Cases Extended applications to add the summary of Count, Sum, and the Average of the data based on the conditions as per your...more

Apptivo Cases app allows you to send the email notification whenever the notes are created or updated from the cases app through windows application.  Steps to follow Login and access ...more

Cases app has many default standard reports. You can generate a report that explains customer requirements by date using "Cases approaching need by date". Steps to Generate Cases approa...more

You can view the login hours which is the exact login time of a particular employee using an option called "Employee Log-in History" in the Cases App. Cases app has many default standar...more

Case Source is an attribute that is assigned to each case. You can customize this list based on where the cases are acquired. This helps you understand the case channels that are the mo...more

Cases app has in-built default standard reports. You can choose one of the report formats to generate the Inflow Trend of Cases report. This report displays the details of the cases ope...more

Cases App allows you to print your work order information using the Print PDF option on the overview page. To perform the print actions, you have to enable Print PDF Toggle from the Set...more

Apptivo apps allow you to set the default view for any application present in your account. You can configure the default view from the web version of Apptivo and make that view as the ...more

In the Projects App, cases are nothing but gaining control of the problem or an issue while initiating a project. It will be in a short written form. You can create or add cases related...more

Cases App shows your closed cases in Closed status. You cannot view the closed status by a simple search. However,  it is possible to view the closed cases, if you perform an advanced ...more

The Cases app allows you to delete the cases you have created earlier. It also allows you to restore deleted cases using an option called Archived. Steps to Delete a Case Log in and acc...more