Case Manager 6 Extensions

Adds an attachments case button which will allow agents to store case attachments in dedicated case shared folders.

Adds an attachments case button which will allow agents to store case attachments on FTP servers using the FTP protocol. You can for example store your attachments on Azure using this feature.

By default Case Manager leaves cases open allowing agents to easily navigate between open cases. By using this extension Case Manager will automatically close any open cases when a new case is opened. It is used to avoid agents from opening an excessive amount of cases without closing them.

The reminder extension allows users to set a reminder on a case for a later time during a day. This is mostly used if a customer asks an agent to call back at a specific time but could be used for any time-based reminder.

The allocation view extension can be used by customers with complex financial setup who make extensive use of Case Manager's allocations functionality. This extension will add a new button in the financial section which opens a form to easily see payment allocations.

The payment arrangement manager allows agents to manage payment arrangements - it comes with automated processes which can be used to remind the customer before a payment is due and when a payment has been missed.

Adds click-to-dial functionality to a case telephone numbers.

A powerful extension designed to empower operational managers in setting and managing agent targets. By gamifying the target process, this solution not only boosts engagement but also provides agents with clear insights into their performance. Agents can easily compare their progress against their individual targets and see how they stack up against the rest of the team, fostering a competitive and motivating environment.

This extension will ensure that all cases are closed when the agent logs in and ensures that the agents starts with a clear and neat working environment.