Questions by Category: "Cases app"

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

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

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

You can set an automatic reminder to your customer based on work shifts using "Acknowledgement" option provided in cases app. Steps to set acknowledgement to your customer Log in and ac...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

Cases by Customer The customer case reports which supports you to filter cases created for the particular customer. The customized case report acquires case number, a summary of the cas...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

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 case...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 "OFF" button found in notifications. The events such as case created or deleted will be sho...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