Skip to content

Is it possible to open the Call Center New Case Assistant directly from a Business Activity screen, for example via a custom RMB option, rather than needing to separately navigate to Call Center first to create a new Case?

Answer

Yes — a custom RMB menu item can be added to the Business Activity screen, specifically configured to open the Call Center New Case Assistant pop-up dialog directly from there, giving users a one-click path to create a new Case from within the Business Activity screen rather than needing to navigate to Call Center separately first.

← Browse Contact centre questions