EXCITING OPTIMUS UPDATES

OPTIMUS UPDATES FEBRUARY 2018

31 Jan 2018

Upcoming Optimus Updates

There are some exciting Optimus updates coming next week.

We listen to feedback and requests from our customers and act on them where possible. As a result, you may see some of your suggestions in these improvements.

Case Management Page

There’s a new look and feel for the case management page. Items are now grouped by day, to make it easier to understand the history of the case.

Optimus case management - new look

Condensed Communications

Longer case communications have been condensed so it’s easier to scan through them.

You can expand condensed items to see all content by clicking the ‘SEE ALL’ button, and collapse it by clicking ‘SEE LESS’.

Optimus condensed case

Case Audit History

Optimus has always tracked changes made to cases, but you had to contact the support team for details. Now you can see the entire audit history of each case, who did what and when.

This will help you better understand the history of a case, and this includes all old cases too.

Optimus case history audit example

Audit events will be shown for all of the following:

  • Customer
  • State
  • Priority
  • Title
  • Resolution Cost
  • Resolution Notes
  • Organisation
  • Category assignment/removal
  • Date of incident
  • Ownership

Case Notifications

You will be able to set-up notifications so you receive an email when a case is assigned to you, or if the state changes for a case you own.

You will only receive an email if someone else makes a change, you can assign a case to yourself or change the state without triggering a notification.

Optimus - configure notifications icon

To configure your notifications, click on the bell icon in the top-right corner.

Case notifications will appear in the case management page alongside other communications.

Optimus case notification example

Case List Update

The case list table has also had an overhaul to make it look more visually appealing and easier to use.

Optimus new case list table example

By Martina Peeva

Related Posts

CATEGORIES

OPTIMUS UPDATES FEBRUARY 2018

31 Jan 2018

Upcoming Optimus Updates

There are some exciting Optimus updates coming next week.

We listen to feedback and requests from our customers and act on them where possible. As a result, you may see some of your suggestions in these improvements.

Case Management Page

There’s a new look and feel for the case management page. Items are now grouped by day, to make it easier to understand the history of the case.

Optimus case management - new look

Condensed Communications

Longer case communications have been condensed so it’s easier to scan through them.

You can expand condensed items to see all content by clicking the ‘SEE ALL’ button, and collapse it by clicking ‘SEE LESS’.

Optimus condensed case

Case Audit History

Optimus has always tracked changes made to cases, but you had to contact the support team for details. Now you can see the entire audit history of each case, who did what and when.

This will help you better understand the history of a case, and this includes all old cases too.

Optimus case history audit example

Audit events will be shown for all of the following:

  • Customer
  • State
  • Priority
  • Title
  • Resolution Cost
  • Resolution Notes
  • Organisation
  • Category assignment/removal
  • Date of incident
  • Ownership

Case Notifications

You will be able to set-up notifications so you receive an email when a case is assigned to you, or if the state changes for a case you own.

You will only receive an email if someone else makes a change, you can assign a case to yourself or change the state without triggering a notification.

Optimus - configure notifications icon

To configure your notifications, click on the bell icon in the top-right corner.

Case notifications will appear in the case management page alongside other communications.

Optimus case notification example

Case List Update

The case list table has also had an overhaul to make it look more visually appealing and easier to use.

Optimus new case list table example

By Martina Peeva

Related Posts