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  • Workflow Email to Customer for Cases

    Hi, I am trying to setup a Workflow rule for Cases where if the customer does not answer the phone, when we set it to Called - No Answer, it would automatically send an email to the customer to ask them to call back. I have tried putting the To address…
  • Escalation records not created from Self Service causing escalation rules notifications not being sent !

    Hi, we have setup a Self Service. any case created from there is created in the CRM, and the Case is linked with the Case Workflow. But I can find two issues : 1) the tracking tab does not show the Creation line (there is no CaseProgress record…