We give options to view Open Cases and Closed Cases.
Particularly for the closed cases, we have been asked by several of our clients for the ability to filter on the headers (more than just clicking on the header). For example, they want to be able to select only cases for a particular contact for a certain period of time.
Theis request comes because many of our clients have been with us for a long time and so they have many cases, often times exceeding the number of allowed cases to view. So even when they sort, they sometimes receive errors. In addition, even if they do sort by a header, sometimes they have to click to page 50 before they start to see what they are looking for.
Anyone have a solution for this?
In addition, a couple of other odd-ball things. We have some clients that use an internal tracking number. However, not all our clients do. Is there any way to allow the customers to add/remove headers (don't think so but worth the ask). OR, is there any way to allow us to use the entire space? It looks like we have enough room to add more columns but when we do, they get cut off.
One last request - our clients have been asking for YEARS for the ability to filter their cases then export them. Any way to give an export option?
Thanks in advance for your help!
3 risposte
Hi Kim,
Please go through with this link to change header in Napili
https://salesforce.stackexchange.com/questions/163644/header-on-napili-spring-17
