Hi there 👋
together we can discuss new ideas, suggestions and solve issues to make our service even better for you. How would you rate your experience?
Changelog
together we can discuss new ideas, suggestions and solve issues to make our service even better for you.
Feedback
together we can discuss new ideas, suggestions and solve issues to make our service even better for you.
Hi Stuart, I'm not too sure what you mean on this one - cases can be filtered by tag already, but they can't be assigned to an adviser so not sure what you mean by that. Could you expand on this or let me know if you meant something else? :)
Hi Zoe,
This was submitted before we had the ability to filter by tag on cases, so that part can be ignored.
For filtering by adviser, this might be a tricky one. We want to be able to apply a filter that shows only cases attached to clients who are assigned to a particular adviser. So the filter would be at Case level, but it would be 'looking' at the client level to check which adviser is assigned to a client. Hope that makes sense.
@stuartboyle Thank you, that makes a lot more sense! I'll leave this one as open for now in that case.