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by CaseActive Team

What are Case Types?

Case types are basically different types of cases that you are handling according to your services. For Example you have a client that you are providing services of Digital Marketing and Customer Support to, you can segregate the processes of these services by creating two separate categories namely “Digital Marketing” and “Customer Support” hence streamlining them.

Benefits of Case Types

  • Streamlines processes and gets rid of any confusions that might occur.
  • Automatically assigns relevant people to all cases of the same type via “After actions” in settings tab of admin panel

How to create custom Case Types?

  1. Login to your CaseActive account.
  2. Click on the “Admin” button in corresponding to the App you want to create case types in.
  1. Now click on “Settings”.
  1. Then click on “Custom Fields” button under the main menu.
  1. Here come all the fields for the case form. Now click on the edit button.
  1. Type the name of the category you want to create in the text box under “options”.
  1. Afterwards click “Add” and then press “Save”.

Note: You can create as many case types as you need for your client/project.

Contents

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Related Docs

Assign Cases To Your Team Members How Do Announcements Work?How To Create An AppHow To Create Or Modify Cases Through The Ui MenuHow To Invite Clients To Caseactive?How Users Create A New AccountHow To Create And Assign Cases?Invite/Add Your Team To CaseactiveBreaking Down FunctionalitiesOverview Of Key Features Of CaseactiveUnderstanding Caseactive App DashboardWhat Are Case Types And How To Create Custom Case Types?What Is Caseactive?What Is Library In Caseactive And How To Create A Post Template?How Admins Manage User Assignments To CasesHow To Assign, Modify Or Remove User Assignments With The Import Tool?How To Assign Or Remove User Assignments With Existing Cases?How To Assign Users While Creating A CaseHow To Auto Assign Users With The Public Signup Link?How Admins Manage UsersHow To Create And Modify Users With The Ui?How To Create Or Modify Users With The Import Tool?How To Create Roles And Assign Custom Roles?How To Create Users With A Signup Link?Payment Plans And Its DetailsHow To Log In?

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