Quick Start

Welcome! If you’re totally new to Unee-T this is the right place. Get familiar with Unee-t: How to create a case. How to create a unit. How to invite a user in a role for a unit. How to invite a user to a case. Resources: The Unee-T Blog: Latest News and information about Unee-T […]

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How to create a new case?

There are several ways to create a new case: From the list of all cases: On the Page which list all cases, click on the ‘Create New Case‘ button at the bottom of the screen From the Unit Page: You can also create a case from the Unit page: click on the ‘add’ button at […]

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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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