Maintaining Cases

Your organization can use the case management functionality to manage a variety of situations, such as:

  • a high-bill complaint,
  • a bankruptcy,
  • a customer's request for literature,
  • a contractor's request to extend a line,
  • a customer's rejection of a quote,
  • a customer's request to change information on a future date,
Note: Since an implementation can configure virtually every aspect of a case, the look and feel of the case management page are dynamic based on how case types have been configured.

Related Topics:

Parent Topic: Case Management