Differences between Add Employee Contact, Add Contact and Add Team Member? — Cloud Customer Connect
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Differences between Add Employee Contact, Add Contact and Add Team Member?

in Help Desk 2 comments

Summary:

I'm wondering what the differences are within the action bar in Case Management for the items below. My comments are also listed.

Add Employee

  • This LOV shows multiple statuses for some employees. Ex: One employee can be listed with 5 different statuses in Inactive, Active, Pending Worker, etc. Is this the expected functionality? Very confusing which record the case manager should pick when there are multiple statuses in Ex: Inactive.

Add Employee Contact

  • I thought this would be Employee Emergency Contacts, however I see finance people and the few members who were assigned the service administrator resource role (case managers). Can I exclude non case manager users from the LOV?
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