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  1. Aptify Support
  2. Using Aptify
  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.

  • Creating Cases from the Service
  • Creating Additional Case Assignees
  • Managing Case Costs
  • Specifying Related Issues
  • Closing Cases and Tracking Customer Satisfaction
  • Sending an Automatic Notification to Customers and Primary Assignees
  • About the Wizard-Generated Contact Log and Tasks Records
  • About the Case Management Dashboard
  • Understanding the Customer Support User Role-based Profile
  • About the Case Management Services
  • About the Customer Service User Main Dashboard
  • About the Customer Support User Shortcuts
  • About the Customer Support User Subscribed Applications
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