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Tag: Client-Specific Setup

Case Summary

Posted on by wikiagent

A Case Summary Fields under a quick profile typically refers to the key fields or sections in a case summary that capture important information about a case. These fields serve the purpose of providing a quick, organized summary of the case for easy reference.

Case Summary Setup

  1. Sign in to AgentFront CRM
  2. From the top menu, choose SETUP
  3. Setup > Quick Profile > Cases Quick Profile setup page will open by default
  4. Click on Case Summary
  5. This page will display the default Case’s Case Summary setup, including the field display name and the selected field from the dropdown
  6. This Case Summary setup will be reflected in CASES > Individual Case > Left Side of the page
  7. Users can add a new field by using the (+) sign, which is displayed in green
  8. Users can remove the existing field by using the (x) sign, which is displayed in red color
  9. Users can also edit the existing field(s) that have already been set up
  10. Once the add/edit action has been taken, click on ‘Save‘
  11. This updated case summary setup will be reflected in CASES > Individual Case > Case Summary

Restore Case Summary Setup

  1. The ‘Set to Default‘ option will restore the default case summary setup and will be reflected in CASES > Individual Case > Case Summary

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