How to add an attachment to a case?

Different forms of attachments can be added to a case: Images Videos Voice memos Documents Right after a case has been created: Click on the ‘Add photo‘ link in the case conversation Select ‘Camera‘ to take a new photo with your mobile camera, or ‘Photo Gallery‘ to attach an image from your library To add […]

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How can I see the history of a case?

Unee-T records the history of changes that have occured in a case. To access History, go to a case and click on the ‘more’ menu on the top right of the screen A menu will appear Toggle the switch to show or hide History in the case conversation History information will be displayed in the case […]

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How to search cases?

There are several search possibilities in Unee-T By Case Number By terms (enter one or more keyword that are mentioned in the case title, the case description or the case conversation) Advanced Search (desktop) – Based on filtering criteria By dates By people By the value of one of the advanced fields in the case […]

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How to filter cases?

It is possible to filter cases based on several criteria. To access the filter case interface, click on the ‘filter’ icon on the top left of the screen You will see the ‘Filter cases’ dialogue box Simple Filters: From there, you can expand the sections and choose the most common filters Once you have selected your […]

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What is an Advanced Attachment?

In Unee-T we have 2 types of attachments: – Simple attachments (pictures, video, voice memo) which help you describe a case and add  more visual or verbal information to a case – Advanced attachments (documents, quotes etc…). We often need to request approval for a quote to make sure that everybody agrees on who needs […]

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