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Cookie1413
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Are you able to automatically assign a case to a user?

May 17, 2012 5:09 PM

Are you able to automatically assign a case to a user?
- We receive over 100 cases per day and it's so tedious to assign them manually to every user each day. Please help.

 
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  • Liam Dilley
    6,691 posts
    Feb 28, 2012
    Currently Being Moderated
    May 17, 2012 5:17 PM   in reply to Cookie1413

    If you have a form which is populated with an existing users details cases are automatically assigned to the user.

    How are you doing this to have to do it manually?

     
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  • Liam Dilley
    6,691 posts
    Feb 28, 2012
    Currently Being Moderated
    May 17, 2012 5:39 PM   in reply to Cookie1413

    Confused now because your title says how do you do that. If you already do that, what are you asking?

     

    When a form is filled in the the CRM has "Customers" and cases are assigned to them if they fill out a form with the same email.

    So not following what your problem is at the moment

     
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  • Liam Dilley
    6,691 posts
    Feb 28, 2012
    Currently Being Moderated
    May 17, 2012 7:22 PM   in reply to Cookie1413

    Ok, following you now.

    You need to set up these people in the right roles and on the web forms create the workflows as you need them and assign the roles to those workflow steps, these can have multiple steps, require approval and even notify the "Customer" at a completed step etc.

     

    Is that helpful?

     
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