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Appointment of service and assignee in a new case

Automatic appointment of service and assignee in a new case based on incoming email and service details

    Description
    Product description

    The template helps automatically appoint service and assignee in a new case if customer regularly requires only one service. In the service page its Default assignee has been added and as well the ‘Default requestors’ detail where contacts information stores. Use the ‘Active usage’ attribute for temporal cancellation of automatic appointment. The ‘Default service’ attribute shows that this service is default for the selected contact. Assignment is performed only for cases created based on incoming emails.


    The template can be used as an example for similar automatic assignment tasks (for example, owner assignment in leads or opportunities).

    Languages
    Price
    Free
    Support is not available for this application.
    Support conditions

    Thank you for choosing to use our Marketplace app. We appreciate your interest and want to provide you with important information about our support policy.

    Please note that this app is provided "AS-IS" without any warranties, and at this time, we do not offer official support service level agreements (SLAs). While we are committed to improving the app and providing assistance when possible, we may not be able to provide dedicated support for individual users.

    We understand that this may be disappointing, and we apologize for any inconvenience this may cause. We encourage you to refer to our documentation and to participate in Creatio Community for assistance.

    Thank you for your understanding and for choosing to use our app. We hope that you will continue to enjoy the benefits of the app despite this limitation.

    Product compatibility
    Product
    Service (customer center)
    Version
    7.12 and up
    Platform
    .NET Framework
    Guides and manuals

    1. Fill in service info. Go to the 'Services' section and fill in the 'Default assignee' field and the 'Default requestors' detail in active services. The information is used in automatic appointment.

    Developed by
    Support
    Cost
    Type
    Template
    Compatibility