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Configuring Case Management in the Self-Service Portal
In this chapter, you will find information about configuring case management in the Self-Service Portal.
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In This Chapter
Configuring Case Management in the Self-Service Portal: General Information
In the Acumatica Self-Service Portal, your customers can use cases (also referred to as
support cases
or
tickets
) to communicate with your company. Through cases, these customers can submit requests, complaints, and questions about products and services that they have bought or are considering buying. By using the Self-Service Portal, they can easily submit, view, and track cases, as well as attach any files and notes related to a case.
Configuring Case Management in the Self-Service Portal: Implementation Checklist
The following sections provide details you can use to ensure that the system is configured properly for managing cases in the Acumatica Self-Service Portal, and to understand (and change, if needed) the settings that affect theworkflow of case management.
Configuring Case Management in the Self-Service Portal: Implementation Activity
In the following implementation activity, you will configure the case management functionality in the Acumatica Self-Service Portal.
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Configuring Case Management in the Self-Service Portal
In this chapter, you will find information about configuring case management in the Self-Service Portal. ==In This Chapter{nestedtopics}== *[HelpRoot_SS_Portal_Admin\config_SSP_Admin_Configuring_Case_Management_in_SSP_General_Info|Configuring Case Management in the Self-Service Portal: General Information] *:In the Acumatica Self-Service Portal, your customers can use cases (also referred to as ''support cases'' or ''tickets'') to communicate with your company. Through cases, these customers can submit requests, complaints, and questions about products and services that they have bought or are considering buying. By using the Self-Service Portal, they can easily submit, view, and track cases, as well as attach any files and notes related to a case. *[HelpRoot_SS_Portal_Admin\config_SSP_Admin_Configuring_Case_Management_in_SSP_Implem_Checklist|Configuring Case Management in the Self-Service Portal: Implementation Checklist] *:The following sections provide details you can use to ensure that the system is configured properly for managing cases in the Acumatica Self-Service Portal, and to understand (and change, if needed) the settings that affect theworkflow of case management. *[HelpRoot_SS_Portal_Admin\config_SSP_Admin_Configuring_Case_Management_in_SSP_Implem_Activity|Configuring Case Management in the Self-Service Portal: Implementation Activity] *:In the following implementation activity, you will configure the case management functionality in the Acumatica Self-Service Portal.
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