You can now manage Organization Info records in a case! 🏢
Accessing Organization Info
On a case record. Select Organization Info on the navigation menu or by scrolling down until you find the Organization Info section.
Adding a New Organization Info Detail
To add a new Organization Info record, click on the "+" button to add new information.
You can choose to add Entity, Cost Center, and Organization Info by selecting one and clicking on the "+".
Once you have filled in the information, click on the "Save" button to record the new Organization Info Details to the case.
Editing Organization Info
On the Organization Info section, select a details to edit by clicking on the Organization Info record, or by clicking on the three-dot icon.
Once you make the changes, click on the "Save" button to apply the modified details to the Organization Info record.
Commenting and Mentions in an Organization Info Detail
You can utilize the messaging feature on each Organization Info record by clicking on the Comment icon. To keep track of the discussions relating to a specific case record.
You can mention a team member on the messaging to notify that member when they are tagged in a message. This will send a notification through the in-app notification and also through email.
You can also set the permissions on the comments posted by selecting if anyone can see the comment or only Mobility and Admin roles can view the comment.
