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View and Manage Cases

You can view cases from the following pages in your Oro application:

  1. From the page of all cases under Activities > Cases.

  2. From the Additional Information section on the page of the user to whom the case was assigned.

  3. From the Additional Information section on the page of a contact related to the case.

  4. From the Additional Information section on the page of an account related to the case.

  5. You can view, edit and delete cases using the following action icons on the pages of case-related records:

Note

The tasks can also be mapped to the Zendesk account as described in the Integration with Zendesk topic.

Note

Keep in mind that the ability to view and edit cases depends on specific roles and permissions defined in the system.

Browse maintained versions:
current1.6

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