Service Management
A collection of articles about case management & related issues
Creating Case Work Stack
Creating cases with Mail Rules
Logging time against cases
Assigning Watchers to a case
Adding a checklist to a case category
Adding web and file links as shortcuts
Setting up automatic responses in Mail Triage
How to create a case in the customer record
Creating a customer case
Managing customer emails with the Mail Triage add-on
Understanding Jobs and Standard cases in relation to sales orders
Working with Advanced SLA Profiles
How to Enable Integrated Case Notes Activity Feed
Multiple Case Contacts
Sending a Google Review Link Based on Customer Feedback
Custom Tables
Linking Cases In The Layer
Show or hide pinned customer record notes when viewing case notes