Aptify Case Management is designed to manage the process of interacting with and supporting customers/members. Each inquiry or request from a customer or member is treated as a Case. When the case comes in, it is logged and assigned and then tracked as it goes through the appropriate process. The Case Management application leverages other areas of the Aptify infrastructure, including Contact Logs, Tasks, and the Process Pipeline to provide a case resolution process unique to a particular organization based on its particular business rules and workflow requirements.
This guide topic provides the following information on Case Management in the Aptify:
- How to Use Case Management: This section provides an overview of how an organization might use the functionality provided by the Case Management application
- Managing Cases: This chapter describes how to create, update, and review cases in Aptify.
- Managing Issues: This chapter describes how to track issues in Aptify.
- About Case Management Forms: This appendix provides detailed reference information on every field and tab in the services discussed in this guide.
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See the "Lists" section in the " Reporting " chapter of the Aptify 5.5 User Guide.for information on using Lists in Aptify. |