Customer Guides - Results

Cases and Case Activities
TABLE OF CONTENTS What is a Case What is a Case Activity? Types of Case Activity Starting a Case Agent initiated Cases Registration Portals Subscrip...
Fri, 10 Jul, 2026 at 3:22 PM
Outstanding Activities
TABLE OF CONTENTS What are Outstanding Activities How to complete Outstanding Activities What are Outstanding Activities The Outstanding Activities...
Wed, 3 Jun, 2026 at 9:31 AM
Decisions
TABLE OF CONTENTS What are Decisions? When can Decisions be Used? Recording Decisions Who can use Decisions? Automatic Decisions Case Activity Auto...
Fri, 10 Jul, 2026 at 3:25 PM
Flags
TABLE OF CONTENTS What are Flags? Flag Views Top Bar Indicator Flag List View Case Detail Screen Filter Case List View Clearing a Flag Reasons ...
Wed, 3 Jun, 2026 at 9:04 AM
Cycles and Subscriptions
TABLE OF CONTENTS What is a Cycle? What is a Subscription? Creating a Cycle Starting a Subscription Registration Portals Managing Subscriptions ...
Wed, 3 Jun, 2026 at 9:14 AM