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How to: Take Ownership Of A Case In Engage


1 comment

  • Mark Krosse

    Please clarify on CHANGE CASE OWNER, what if any email comms go to the client (hopefully none)

    Also - submitted ENHANCEMENT request that CHANGE.CASE.OWNER be added to the twisty dropdown menu of actions for CIC on a CASE RECORD

    UseCase (one of many) - the owning mentor departs SCORE, CIC needs to change Case Owner to another mentor so the client is not orphaned


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