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irahr225 Member since 2020 1 post
macquarie bank
Posted: February 11, 2020
Last activity: February 12, 2020

case note configuration

we use checklists a lot. is there a way to configure case note or anywhere within the case to have configurable checklists that case owners can tick as they go?

the checklists differ according to the type of case, and will also need to be dynamic (able to be updated) as it will change when there are changes in products or regulation.

***Moderator Edit-Vidyaranjan: Updated Platform Capability***  

Case Management
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