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When a new case is created, there should be at least a single Interaction touchpoint created. In the TR's org there is a Process Builder that accomplishes this. (And possibly also creates a touchpoint when an email is sent.) We need to have a template PB in the package, with post-install instructions for admins to clone this PB.
The text was updated successfully, but these errors were encountered:
mkolodner
changed the title
New Case should automatically create an Interaction
New Email from Case should automatically create an Interaction
Feb 13, 2021
Changed name to reflect that I had misremembered what is built in CVN71. What needs to be built is that when a new email is sent from a case, an interaction is created.
Current functionality and training is that when a new case is created, that requires ombudsmen to manually create the touchpoint, as the creation of the case could (and like does) represent multiple touchpoints.
mkolodner
changed the title
New Email from Case should automatically create an Interaction
v1.3: New Email from Case should automatically create an Interaction
May 20, 2021
When a new case is created, there should be at least a single Interaction touchpoint created. In the TR's org there is a Process Builder that accomplishes this. (And possibly also creates a touchpoint when an email is sent.) We need to have a template PB in the package, with post-install instructions for admins to clone this PB.
The text was updated successfully, but these errors were encountered: