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Case Management Portal

New Here ,
Mar 30, 2015 Mar 30, 2015

How come I don't seem to have a Case Management Portal?

Is there a setting some where?

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correct answers 1 Correct answer

LEGEND , Mar 30, 2015 Mar 30, 2015

Cases are managed under the CRM entry of the person.

A persons's Cases are in the one of the tabs at the top when you click a Customer.

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LEGEND ,
Mar 30, 2015 Mar 30, 2015

Cases are managed under the CRM entry of the person.

A persons's Cases are in the one of the tabs at the top when you click a Customer.

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Enthusiast ,
Apr 14, 2015 Apr 14, 2015
LATEST

You might want to check whether your subscription allows for a CRM. If it does and you still can't locates cases, then you'll need to get in touch with support.

cases.JPG

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