Cases

  1. Add a Form to a Case

    Use forms to provide more information in a Case.

  2. Add a Journey to a Case

    Use Journeys to track a Case's lifecycle.

  3. Add a Note to a Case

    Use notes to comment on a Case without updating the details.

  4. Add an Email or SMS Thread to a Case

    Expand the conversation by adding additional communication threads.

  5. Add or Delete Files in a Case

    Keep files organized and attached to specific Cases.

  6. Add, Edit, or Delete a Contact

    Learn how to update a Location's Contacts.

  7. Add, Edit, or Delete a Location

    Learn how to update your organization's Locations.

  8. Assign a Case to a User or Team

    Change the owner of a Case, add collaborators, or unassign it completely.

  9. Can I add Collaborating Users to a Case?

  10. Can I export different views?

  11. Cases Views Data Overview

    Detail about what data and how much data shows in Views

  12. Cases: Card Display

    An in-depth look at Case cards.

  13. Cases: Filters & Custom Views

    Use filters to create custom Case views for you and your Team.

  14. Cases: Search

    Learn about the local search bar in the Cases view.

  15. Cases: Table Display

    An in-depth look at a table of Cases.

  16. Change the Customer on a Case

    Move a Case from one Location to another.

  17. Chat Cases at a Glance

    Learn all about active chat Cases.

  18. Create a New Case

    Learn about manually creating a new Case in CXME.

  19. Create a New Customer

    Learn about manually creating a new Customer, Location, & Contact.

  20. Disallowed File Types

  21. Email a Customer Feedback Survey for a Case

  22. How to Submit a Field Service Work Order Request

    How to submit a job to Boomtown

  23. How to Submit an Activation Request to Boomtown Remote Services

    How to submit requets for Boomtown to activate your new customers

  24. Perform an advanced search in the Boomtown Platform

  25. Resolve a Case

    What to do when a Case has been completed.

  26. Set a Case to Waiting or Ready

    Let your Team know that a Case is temporarily on hold.

  27. Suggestions on Cases

  28. Team Info: Org Ecosystem Field

    What does the Org Ecosystem field on the Team Info page do?

  29. The Cases View at a Glance

    All of your organization's Cases in one place plus Insights and Team Chat.

  30. Understand Case Views (Filtering & Saving Case Views)

  31. Understand Sponsor Organization and Owner Teams

  32. Understand the CX Manager in the Boomtown Platform

  33. Understand the Next Case Flow

    Next Case Button

  34. Understand the Priority Field on Cases

  35. View Case Conversation Transcripts

  36. View Customer Location Case history

  37. What do the different Case statuses mean?