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Case Management

Case Management

Introduction

This is the page where you can manage all reported cases to follow up in Seamless.

The page can be accessed via the “Workflows” menu option.

Case List

The Case List provides you some information of the support cases:

In the Case List table, you can change the column order by dragging and dropping the column name. Additionally, you can select/deselect the columns to be displayed in the table via the column config option:

You can also perform following actions:

Search

This dropdown allows you to filter the list to display the cases which are assigned to you or reported by you.

Besides, in this dropdown, you can filter the case list based on the queues which you are set as a member.

Search & Filter

This provides more search criteria for the Account entity:

  • Keyword

  • Related Records

  • Statuses

  • Case type

  • Assignees

  • Due Date From

  • Due Date To

  • Created Date From

  • Created Date To

  • Priorities

  • Description

If multiple search criteria are selected/input, the system will combine all the criteria and search for the cases which have corresponding attributes matching/containing the search values.

More info in https://contemi.atlassian.net/l/c/t6Dm0NAd.

Related content

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