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Cases

In KiyoCRM Cases are used to record interactions with Customers when they ask for help or advice, for example in a Sales or Support function. A Case can be created, updated when a User is working on it, assigned to a colleague and closed when resolved. At each stage of the Case the User can track and update the incoming and outgoing conversation thread so a clear record of what has occurred is registered in the CRM. Cases can be related to individual records such as Companies, Contacts and Bugs.

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List View Actions

You can access the Cases actions from the Cases module menu drop down or via the Sidebar. The Cases actions are as follows:

  • Create Case – A new form is opened in Edit View to allow you to create a new Account record.

  • View Cases – Redirects you to the List View for the Cases module. This allows you to search and list Case records.

  • Import Cases – Redirects you will be taken to the Import Wizard for the Cases module. Refer Leads module for import functionality.

  • Use Filter for Search of records - Quick filter and Advanced filters 

      Note: Refer Quick filter of Leads 

  • Recently viewed records displayed in the side nav bar.

  • Saved filters list showing inside nav bar as My Filters. 

  • Favorite records of cases would be displayed in the side nav bar. (From a detailed view of records, selecting the star beside the title undergoes a record into the favorites list.)

  • Column Chooser — The Column Chooser allows you to customize which columns are displayed in the list view by showing or hiding specific fields.

      Note: Refer Leads module for Colum Chooser

  • To sort records on the Cases List View, click any column title which is sortable. This will sort the column either ascending or descending.

  • To search for a Case, Use Search engine on top
  • Clicking on i icon leads to the display of additional details popup of the case 

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Bulk Actions

In list view, there are some groups of actions which can be done by selecting group of records wish are as follows:


  • Mass Update: Apply changes to multiple company records at once.

  • Merge: Combine duplicate or similar opportunity records into one.

  • Export: Download the selected opportunity data in a preferred format (.CSV).

  • Map: View the geographical location of opportunities on a map.

  • Delete: Remove selected opportunity from the system.

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Detail View Actions

 

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