Assigning Cases Features and Functions
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- When new case records are created, they can be automatically assigned to the appropriate person using predefined assignment rules
- When cases are assigned to someone, this person can be automatically notified of the case via e-mail
- Case records can be automatically assigned to a work queue (using predefined assignment rules) that multiple people can access them from
- When working on multiple cases, a user can simultaneously take "ownership" of multiple case records
- When on a list of cases a user can simultaneously assign the "ownership" of multiple case records to another person or queue
- When working from a work queue or a list of cases a user can simultaneously change the status of and escalate multiple case records
- When working from a work queue or a list of cases a user can simultaneously close multiple cases
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Customer Care Features and Functions
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