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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

Case & Contact Management

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