Alexa Best Small and Medium Business CRM Software - ConvergeHub

Cases Listing

All Cases can be viewed in the listing page. The left panel of the Cases Listing page includes the following options:
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  • Cases can be added to the listing page by clicking on convergehub link.
  • You can add bulk Cases through a CSV file from the convergehub link.
  • You can create Cases reports using convergehub link.
  • All web to cases can be viewed by clicking on convergehub link.
  • New web form script can be generated from the convergehub link.
  • You can set the mail to case settings by clicking on convergehub link.
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  • You can perform a quick search of the cases by inputting keywords in the Search field.convergehub
  • You can also search your Cases by using various search criteria through the Advanced Search link.convergehub
  • The various combinations of advanced search functions can be saved and edited with keywords of your desire and can be used to search repetitively. The keywords or phrase you have saved are available on the Saved Searches drop down.convergehub
  • You can select check boxes beside the Cases and Mass Update them from the action drop down.convergehub
  • New Case can be added from the listing page by clicking on convergehub button.
  • You can change the list view for Cases by selecting either column view convergehub or row view convergehub.
  • By selecting check boxes beside the Cases, you can select them together and Mass Update them from the action drop down.
  • The Cases can be added to you favorites by clicking on convergehub.
  • By clicking on convergehub. you can follow the cases to receive all their updates as feeds.
  • You can export any case to CSV convergehub or PDF convergehub format. You can also delete a case by clicking on convergehub.
  • The Cases listing is paginated and you can set the number of cases you want to display per page.
  • You can add task, event, note, comment, attach documents or view the list of followers of any case by hovering the cursor on it.
  • From the select drop down you can Create Task, Add Comments, Schedule Event, Attach Files and Copy Cases.
  • The display of various Case fields can be customized by making cursor hover on convergehub and then selecting the required fields you want to display.
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