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Once you are looking at a case in your BC Admin area there should be an edit button in blue on the bottom left of the screen-- edit the case and change the status to closed.
Is a bulk status feature being worked on?
If not, is there any way to assign a case to always closed (ie never let the system save it as opened).
E.g when consumers sign up on our website a case is made but we don't need to call them to follow up so we'd like it just appear closed.
And when a retailer joins our wholesale login a case is made and we need to call them to follow up so we need their case to appear open / new.
As I'm sure you can appreciate going in and manually changing every single status is slow, tedius and painful!.
I don't think there's a way to setup auto-closing of cases or a timed
closing of cases after "x" amount of time. Cases will be "new" until you
close them. Manually.
My recommendation is to review the Customer Service Ticketing feature in
BC. If you have a BC plan with CRM I think you probably can use Customer
The idea is this-- your client sets up an email address that is solely
dedicated to receiving BC support inquiries. I use a Google Apps email
address for most of my clients that's dedicated-- usually it's "support@"
You setup CST in BC and use this email address for the ticket agent
address. Once you've setup a CST it will appear as a "workflow" which you
can now use in your forms/processes.
You'll be able to setup certain BC admin users as customer service reps and
distribute new cases randomly or by least load over those BC admin users.
Once a case is made and the CST workflow launched against it, there are
some hyperlinks in the notification email sent to CST agents assigned to
the case that will let them close, open, etc. the case. It's much easier
than going into the CRM, finding a customer, finding their case, editing
the case, setting it as closed and saving the case.
Instead, you just refer back to your email from the CST, click the "Close"
link and the case gets closed. Also, you can reply directly by email
without having to login to the CRM and the conversation is recorded against
The downside is that all the customer service agents being dealt cases MUST
be BC admin users and I'm not sure how many users your client wants to pay
for. But it's a lot easier to keep on top of cases when you can click a
link in an email when you are actively working on the case via email.
Here's some more information about the CST feature on BC:
Keep in mind it's technically "beta" but I haven't seen any bugs in a few
years on my end.
Ok that's one option but it's just so messy (it's so manual meaning room for error). I'd just hoped after all this time BC might have a simpler more automated system!
This would be a very helpful addition to cases.
I have a customer that uses the BC CRM extensively and this would speed things up for them alot.