Hi,
My client has a requirement where cases should be allowed to be assigned to Any and All users at any time.
Teams may be used, but the option to assign a case to a specific subset of users at any time should be allowed.
Does anyone have any tips on how to accomplish this?
Lets say the Case manager is assigning cases out and they know John and Bill and Bob are the best people for this case, but they do not belong to a team of solely John,Bill,Bob. Is the manager suppose to contact his System Admin so a new team be created? Should a new team be created on the fly for this one instance?
Client would like John, Bill, and Bob to see the case and one of them have to take the case. I figured either assign the case to all 3 SOMEHOW.... or use Queues. In this situation a new Queue would have to be created on the fly as well, which doesn't seem practical, however it could be done with a plugin. Perhaps setup an N to N relationship of User to Case, add the Users to the relationship and on UPDATE create the new Queue with these memebers.
Another caveat to this client is the CRM Mobile App must be used as most of the case users will be remote and on the road. They are Doctors. The mobile app is great and assigning cases to yourself or others seems very easy.
Any suggestions for the above? If I wanted to create new teams on the fly, is there a way I can allow this to be done without being a system admin and maybe create a short cut link to this screen?
Thank You
Ian Green
MuchmoreBI
