Reviewing your case list

customertrax 1. Handle CRM 1.0

Create saved search list for common problems or items you access regularly.

My Open/Closed

Review items that are Active or that you have completed.

  1. Select the yourself as Owner
    1. Add additional Owners to review all team activity
  2. Select status
    1. Open
    2. Closed
customertraxReviewing your case list