Questions by Category: "Cases app"

Sometimes it might be a handful for you to input each request from your customer into a case manually. Authenticate your mail address with the Apptivo account and turn the emails into C...more

The Update Notification of Cases App in Apptivo allows you to generate notifications for changes made to the Cases. You don't have to keep an eye on each record all of the time. Instead...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

By using the Reports feature in Apptivo’s Cases app, you can generate reports based on different criteria to get insights into your data. One of them is generating reports on Emails s...more

Apptivo allows you to automate the status of your cases based on the signed status of the case document. It also allows you to configure eSignature to securely send your documents for e...more

SMS Templates contain predefined content and it is used to send mass texts or individual text to your customers through SMS. The Cases app of apptivo allows you to create your own SMS t...more

The Print/Web Layout feature of Apptivo allows you to prepare your own template for the cases. By using this feature in the Cases app you can choose the case template to print/download....more

Using the cases app, you can automatically update the status of the case with ease. You can automate the status updation in three different ways as follows: Triggers - when the set trig...more

A service-level agreement (SLA) is part of a service contract between you and your customers. In Apptivo, You can generate reports on whether the received emails are responded to within...more

Data Sets in Apptivo give you the ability to provide access privilege of object records to a specific group of people. Depending on the assigned data sets the records will be available ...more

Having emails automatically created as cases can save you time, but having all spam emails converted to cases may make your ticket closure process chaotic. In such circumstances, you ca...more

The Cases app of Apptivo allows you to determine the employees and teams to whom a particular case can be assigned. By configuring the Assignment Level, you can control to whom your emp...more

Apptivo integrates with Sign.co to help you to get documents signed digitally within the App. To enable eSignature in Apptivo make sure to have an account in Sign.co and integrate it wi...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

Apptivo’s Export feature in the cases app allows you to export your cases in large numbers. It helps you to export the cases even if you are having more than 5k cases on the list. And...more