From Bright Pattern Documentation
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Section Case & Contact Management is where you may configure settings related to cases and contacts, such as custom case categories, custom case pending reasons, and bulk contact import and export. Additionally, forms are defined in this section. For more information about forms, see the [[Form-builder-reference-guide/Purpose|''Form Builder Reference Guide'']]. | Section Case & Contact Management is where you may configure settings related to cases and contacts, such as custom case categories, custom case pending reasons, and bulk contact import and export. Additionally, forms are defined in this section. For more information about forms, see the [[Form-builder-reference-guide/Purpose|''Form Builder Reference Guide'']]. | ||
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[[File:CCA-Case-and-Contact-Management-Overview-53.PNG|800px|thumb|center|Case & Contact Management]] | [[File:CCA-Case-and-Contact-Management-Overview-53.PNG|800px|thumb|center|Case & Contact Management]] | ||
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Latest revision as of 04:01, 29 May 2024
• 日本語
Case & Contact Management Overview
Section Case & Contact Management is where you may configure settings related to cases and contacts, such as custom case categories, custom case pending reasons, and bulk contact import and export. Additionally, forms are defined in this section. For more information about forms, see the Form Builder Reference Guide.
Sections
The following is a list of sections in the Contact Center Administrator application, section Case & Contact Management.
- General Settings
- Client Partitions
- Case Categories
- Case Pending Reasons
- Custom Fields
- Forms
- Contact Import & Export
