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  3. Using Case Management

Using Case Management

Describes how to use the Case Management application found in Aptify to manage the process of interacting with customers or members by leveraging other areas of the Aptify infrastructure, including Contact Logs, Tasks, and the Process Pipeline to provide an organization-specific case resolution process.

  • Getting Started with Using Case Management
  • 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
  • Creating Issues
  • Processing and Closing Issues
  • About the Issue Service Reports
  • Creating Cases from the Wizard
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