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?
I would filter all the cases that we received for the day , go into each case and edit the “Assigned To” field so that specific user can take ownership of the case.
I still don’t quite understand what you mean by your first statement. If you have a form which is populated with an existing users details cases are automatically assigned to the user.
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
I see what you are saying. I believe you thought that I was referring to “Users” as “Customers”. What I meant by “Users” is the user who also has access to our backend end CMS.
When a form is completed from our website, a case is created it then either creates a customer account if it is signed up under a new email address or it assigns itself to an existing customer with the same email address.
Sometimes the questions asks for each case applies to different customer service reps who has access to our CRM system. Everyday I go into the system and assign about 100 cases to one of our 60 different reps so that they would take ownership in answering that case. Which is very tedious I need this to be automated.
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?