Improve the global editing feature.
When utilizing the new global search mode to retrieve a case, it displays a list of matching cases. However, there is currently no option to directly edit the case from this window to update details such as phone calls or other interactions. Instead, I have to re-enter the contact's name or associated entry and then navigate back to the case, which can be cumbersome. Streamlining the process to enable direct access to and editing of information associated with the case from the search results would significantly enhance efficiency.
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Hi John, thank you for providing feedback. You can open the case from the Global Search screen. Simply clicking the case will open a pop-up where you can see the details about the case and its timeline. You can edit the case or perform actions against the case.
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John Babic commented
I have logged into this account using my jbabic56@mail.com email. My other email, which is registered with the account, is jbabic@telus.net