Tip #149 - How To Create And Assign Teams To Cases
Team assignment is a convenient way of adding several staff members to a case at the same time. First, you need to create the team and then assign staff members. The team assignment can then be used to assign those staff members to the case all at once.
Create The Team
Create the team by going to Admin > Picklist Maintenance > Case Teams and then click the “Add New Item” button in the top left corner of the page. Enter the name of the new team and an optional description if desired. Click the “Update” button to save your entries.
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