Title
General Settings
Published Body

CMP General.jpg


Create New Case Status: 

Create a new case status to distinguish between cases that have been ordinarily closed and cases closed as part of a merge operation. Vicasso recommends using "Closed As Duplicate" for manual merges and "Automerged" for those automatically merged when the Automerge feature is enabled.


Merged Case Status:

Specify a Case Status that should be set on cases which have been closed as the result of a merge. Vicasso recommends creating a Status value of "Closed as Duplicate" for easy interpretation and reference.

If any Emails, Comments or Attachments are added to a Case with the specified Status, they will be re-associated to the primary (parent) Case, if one is specified.


Automerged Case Status (Only for customers who have purchased Automerge):

Specify a Case Status that should be set on cases which have been closed as the result of an automerge. Vicasso recommends creating a Status value of "Automerged" for easy interpretation and reference.

 

CMP general 2.jpg

 

Duplicate Case Description(s):

The text in the Description field of merged Cases can be added to the primary case during a merge in the forms of:

  • A Case Comment, with your choice of Public or Private
  • Appended to the Description of the Primary Case
  • A Chatter post on the master Case
  • Not copied at all

 

Set Field on Merged Case:

Select a picklist field that will set a specific value on a Case after it has been merged. Example: Choose to set a Reason on a merged Case that may better describe it after it has been closed.


Case Merge Limit:

You may set the number of Cases to be merged at one time.

  • Use the drop-down list to choose between 2-9 Cases.
  • The default and recommended value is 5 Cases.
  • If you need to merge more than 9 cases, refer to the "Case Limit Bypass for Clean Merge" setting on the Merge configuration tab.
Documentation Name
General Settings