Alexa Best Small and Medium Business CRM Software - ConvergeHub

Edit Cases

Case details can be edited by clicking on the convergehub edit link in the case details page or by clicking on convergehub in the case listing page.
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  • Edit the subject of the case.
  • Choose the account name from the drop down list.
  • Change the Case Category by clicking on the drop down that includes three options – Problem, Feature Request and Question.
  • Change the Case Priority by clicking on the drop down that includes three options – High, Medium and Low.
  • Change the Case Status by clicking on the drop down that includes five options – New, In-progress, Re-opened, Resolved and Feedback required.
  • Set the new contact name of the case.
  • Change the Case Origin by clicking on the drop down that includes three options – Email, Phone and Web.
  • Select the new support agent from the drop down list.
  • Once the changes are made, click on convergehub to update the new information.
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