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Using Case Management

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 topic provides the following information on Case Management in the Aptify:


See the "Lists" section in the Reporting chapter Using Reporting Tools of the for information on using Lists in Aptify.

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