Question about this one. I can't see cases under the CRM tab, and this would be super useful. Hard to find these at the moment and have to search in many places to locate them
Matt Walter
Team•
May 17, 2021
Urszula Richards: The tab only shows if the User has Cases to show. We could instead still show the tab, and note that they don't have any. Same with eCommerce Orders.
Urszula Richards
•
May 17, 2021
Matt Walter: What I meant was in the main navigation - as cases would show all relevant activity - no matter where it came from. This would be super helpful.
Matt Walter
Team•
May 20, 2021
Urszula Richards: We don't currently plan to add this, as you can find Cases under Forms, or against a User, or in Reporting. Having a 4th place would be more to maintain, and potential for confusion as to where to go. You can add this as a separate Feature Request if you like, and we'll see how much traction it gets.
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Comments5
Urszula Richards
May 17, 2021
Question about this one. I can't see cases under the CRM tab, and this would be super useful. Hard to find these at the moment and have to search in many places to locate them
Matt Walter
May 17, 2021
Urszula Richards: The tab only shows if the User has Cases to show. We could instead still show the tab, and note that they don't have any. Same with eCommerce Orders.
Urszula Richards
May 17, 2021
Matt Walter: What I meant was in the main navigation - as cases would show all relevant activity - no matter where it came from. This would be super helpful.
Matt Walter
May 20, 2021
Urszula Richards: We don't currently plan to add this, as you can find Cases under Forms, or against a User, or in Reporting. Having a 4th place would be more to maintain, and potential for confusion as to where to go. You can add this as a separate Feature Request if you like, and we'll see how much traction it gets.
Jan 8, 2020