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Features
Features
Team Management
Communication
Data
Finances
Workflow
Customization
Resources
Resources
Case Manager Learn
Visit Our Blog
CM 6 Resources
CM 5 Resources
Getting Started
Getting Started
Case Manager Startup Program
Contact Us
About Us
data
Integrate, automate and customize
Case Manager 6 provides tools to import data and to develop automated custom integrations.
Take control of your contact center data with these powerful data features provided by Case Manager 6.
Unleash the power of reporting
Create powerful and custom reports using the amazing Crystal Reports developed by SAP.
Quick data imports
Import Excel and CSV files in a snap using the import utility.
Effortlessly search, customize and export case data
Advanced Search helps you create, navigate and export custom data grids in seconds combining your selection of filters and fields.
Create more than 200 custom data fields
Once you create new custom fields you can import data into these fields, use them on customized UI forms and on reports.
Customize your agent UI forms
Personalize your agent user interface with custom data sections, fields and labels.
Grid customization
Customize data grids by selecting and ordering the fields you would like your agents to see.
Toolbar customization
Agent toolbars can be customized to only include the action buttons you want your agents to see.
Visually gain insight into your data
The instant dashboards make it possible to easily gain deeper insight into your data.
Perform bulk actions on thousands of cases at once
With the bulk action utility you can select cases based on criteria and execute actions in bulk.
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