Create Dashboards in role settings
Give specific roles the ability to create custom dashboards. You are now able to authorize this feature on a role-by-role basis. Head over to Settings > Users > Roles.
View Permissions in dashboard settings
Select specific users to view your reports by configuring them under the edit menu of your private dashboard.
Loving the new reporting features, but don't have custom dashboards? Connect with your account manager for more info!
Case Search is not just a search anymore. You can now select desired cases from your search view and select an option to apply to all. For example, assign selected cases to another agent, set a specific status or un-assign them from an agent's inbox.
Our Case Search form offers a Status filter. you are able to search for Open or New cases, or any combination of case statuses that match your needs. Once filtered, they can be exported as well.
Don't see the option to export? Talk to your Account Manager for set up :)
New send button
Find the command here.
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