Case Manager
User Guide
Overview
Once activated, the plugin seamlessly adds a customer work request management area in all frontend order details pages (My Account page -> Case Management). In this special area, the user can submit new case request, read the admin replies for the already submitted cases and submit new messages. Optionally the user can also attach one or more files. Once a case is submitted, the customer and the admin can optionally receive a notification email (notification system and attachment by default are enabled).
The case management system can also be completely disabled or it can be disabled only for the desired user group. Just go to the plugin Options menu and configure its display settings according to your needs!
CASE MANGER
Is automatically displayed in the My account page in its own tab called Personal Ticket Ara (text can be customized via texts menu) and can optionally be displayed in any frontend page by using the special
Access is required to view Case Manager, please log in.
Redirecting...Create New Case
- *You can upload maximum 5 documents at a time.
- *Each document size must be less than 10MB.
NOTE: to customize email message, go to Case Manager menu in WordPress Admin. Select Email to configure.
FILE ATTACHMENT
Up to 5 files can be attached to each case. Additional files can be added in commen area. You can set file size limit and configure which files types are accepted. Supported files types include (DOC, PDF, XLS, JPEG, PNG, ZIP)
USE CASE:
The case management system can be used also as any customer request and approval system. The intent is to provide flexibility for practical business implementation across industry.
Sample Use Cases:
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- Grievance Intake and Resolution Management
- Client Request Management
- Enrollment workflow
- Legal Case Management
- Worker Task Management
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Manage Customer Request By Status
Customize Email Messages
