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- If enabled, the system can automatically generate and send an email with the case summary to the contact person and primary assignee. See Sending an Automatic Notification to Customers and Primary Assignees.
- Once enabled, the following additional tabs become enabled on the Cases record:
- Contact Log Tab: This tab lists any contact logs related to the case. Contact Log records opened from this tab automatically link to the Cases record. See Managing the Contact Log Service for information on using Contact Log records in Aptify.
- Tasks Tab: This tab lists any tasks related to the case. Tasks records opened from this tab automatically link to the Cases record. See Managing Tasks for information on using Tasks in Aptify.
- Sub-Cases Tab: This tab lists all sub-cases related to the Cases record. A sub-case has the current case listed as its Parent.
- Attachments Tab: This corresponds to Aptify's standard attachments control. A user can attach any document to this record. See the "Working with Record Attachments" section in the Forms and Records chapter in the Aptify 5.5 User Guide for for information on working with attachments.