Tip #236 - Did you know that SmartAdvocate has a “Case Monitor Widget?”
The SmartAdvocate Case Monitor Widget is a Windows monitor that displays recent intakes (cases/leads) that are automatically created and have not yet been personally handled by your office staff. These are cases that have been created via integrations with services such as web site, chat, answering service, etc. The widget is designed to always be visible in a corner of your screen so that these types of cases do not fall through the cracks. The Widget is a SmartAdvocate plugin and displays the following information in a grid: (See screenshot below)
...