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Create a Call Center Case from Business Activity


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Is it possible to open up the Call Center New Case Assistant from a Business Activity?  Possibly through a RMB event?  I know I can transfer to a case, but since the Assistant is a Pop up Window, I don’t know if it is possible.  If I can, is there a way to capture that Case Number on the Activity?

 

Best answer by RutJWhalen

TosohLBlum

It is possible to create a new RMB to open the New Case Assistant from the Business Activity Screen:

 

Please let me know if this answers your query.

Regards

 

John

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2 replies

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  • Superhero (Partner)
  • 364 replies
  • April 13, 2020

Hi 

 

As you have already said you could transfer to a case.  If you press Alt and select View Address Bar then navigate to New Case Assistant you might see the call being made.  IF available that could be used with your RMB.  

Regards

 

John


Forum|alt.badge.img+18
  • Superhero (Partner)
  • 364 replies
  • Answer
  • April 14, 2020
TosohLBlum

It is possible to create a new RMB to open the New Case Assistant from the Business Activity Screen:

 

Please let me know if this answers your query.

Regards

 

John


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