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Case Management
Hello!
I'm hoping for some guidance as to whether we have system issues or user issues. Thanks in advance.
We are attempting to use case management internally for our IT department's support of users. We want all time entry to book to a job. We have set up a job under a customer set up for ourselves. We are then applying cases to this job record. A number of issues have arisen:
Contact field - no records exist because employees are not added as contacts to the job record - does this need to be done?
Email Address field - same as above. Any way to check the help desk box and the system knows its internal support - pull from employee records?
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