Cases

Cases are normally used to track customer problems, questions, and issues. Figure 10.22 shows the My Active Cases interface that shows when you select Service, Cases.

Image

FIGURE 10.22 My Active Cases interface.

Note

Each case is assigned a unique identifier with a prefix of CAS by default, which you can customize from Settings > Administration > Auto-Numbering.

We are often asked whether there is any flexibility around the case number numbering scheme because it can be unfriendly in some cases (that is, instead of CAS-01002-T8N2C3, something more like CAS-5401). The answer is no. However, there is no reason why you cannot create your own ...

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