Aptify Case Management is designed to manage the process of interacting with and supporting customers/members. Each inquiry or request from a customer or member is treated as a Case. When the case comes in, it is logged and assigned and then tracked as it goes through the appropriate process. The Case Management application leverages other areas of the Aptify infrastructure, including Contact Logs, Tasks, and the Process Pipeline to provide a case resolution process unique to a particular organization based on its particular business rules and workflow requirements.
This topic provides the following information on Case Management in the Aptify:
- How to Use Case Management
- Managing Cases
- Managing Issues
-
About the Case Management Forms
- About the Case Assignee Postal Codes Form
- About the Case Assignee Rules Form
- About the Case Assignees Form
- About the Case Categories Form
- About the Case Costs Form
- About the Case Cost Types Form
- About the Case Priorities Form
- About the Case Reasons Form
- About the Case Reporters Form
- About the Case Report Methods Form
- About the Case Results Form
- About the Case Roles Form
- About the Case Satisfaction Levels Form
- About the Cases Form
- About the Case Statuses Form
- About the Case Survey Methods Form
- About the Case Types Form
- About the Issue Categories Form
- About the Issues Form
- About the Product Versions Form
- About the Related Issues Form
See the "Lists" section in the Reporting chapter Using Reporting Tools of the for information on using Lists in Aptify.
Comments
Please sign in to leave a comment.