Click the subject to directly open the CRM record (email / notes)Ĭase Attachment viewer can eliminate all the unnecessary clicks when finding attachments in Case, making your support agents more productive. Already tried with multiple tables but still +New is greyed out. Sort attachments by name or date created I am not sure on step6 - activate document management for specific tables in the above blog, I am unsure of which table to enable for released products attachments.One of those is the “Attachment Viewer ” feature that provides the ability to view all the case related attachments in a summarized list view format(as shown in screenshot below). Zap Helpdesk – Email to Case App enhances and extends the out-of-box email-to-case functionality. Here Zap Helpdesk – Email to Case App can help. Now, in order to find this file (attachment), the support agent would need to scroll through all the case related email activities…then open each of the email activity record…browse to the attachments section…open the attachment…download it and then finally get to view it…This is an incredibly time-consuming process. We have observed that for our customers who receive heavy email-to-case traffic, it becomes very difficult to find / locate any case related attachments (whether in email or in notes).Ĭonsider a scenario, when a support agent is on phone with customer and there is a mention of a file which was sent earlier by the customer.
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