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Take Ownership for Cases by Vicasso

Add a custom button to easily take ownership of Cases in just one click!

Free  

Never requires payment

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Business Need
Agent Productivity
Requires
Service Cloud
Compatible With
Government Cloud

Rating

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MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
4.71
Lifetime average
Showing 10 of 69 Reviews
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Jon Boulter
Five Star Ranger

Seems to work, just not great

The set up instructions are fairly straight forward to follow, there are two buttons installed for the Case object one is a LWC quick action (which I wasn't able to get to show on the page layout) the second launches a VisualForce page which does work, but opens a second tab when using a console app. There is also a minor bug with the list view button in that if you take ownership of a case that you already own then it returns you to the Recently Views listview instead of the one you were on (This doesn't seem to happen when you are using a console app though) So over all it works, just not good enough to give to my users

Works well, setup instructions need updated

The instructions on the download page appear to be outdated. Setup>Object Manager>Cases>Case Page Layouts was the route I had to use. Also, the button will only show under the edit dropdown on the details page. Is there a way to change that?

Saves so much time

Makes it really easy for our Users to take ownership of a case. Just one click.

Error message for users without access to own

The button works well for users with access to own the record, but if a user doesn't have access, they get a long confusing looking error message. When I design solutions for my org I don't release them if some users see generic error messages- much better to customize the error message to clearly tell the user they don't have the necessary permissions to own the record. Also, this app installed two actions with the same name, only one of them works.

Kim Roberts
Double Star Ranger
Top Reviewer

Couldn't be easier - we use it hundreds of times a day!

Easy to install and use, this app is a no-brainer for your service org to quickly grab cases to work on.

Joseph Reale
Ranger
11/25/2019

Hi Kim, Thank you for the stellar review. Our team really appreciates it!!!! If there's anything else we can do to improve your experience with Take Ownership, please let me know. Thanks again! - Joe

Easy to Install.

We've been using this app instead of the out-of-the-box Accept button. Too bad Accept button does not work if the case is already owned by a user. Good thing this app exists.

Howard Yermish
Triple Star Ranger
10/11/2019

Nikka - Glad that you are having success with Take Ownership. Please let us know if you have any ideas on how to improve the product. You may also want to try our other free app, Change Case Ownership Plus, basically an easy way to go the other direction with case ownership: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000008Z4H9EAK

trigger on Accept button

will trigger fires when changing the owner using accept button in list view

Excellent addition for Lightning

Simple install and page layout updates to enable. A time saver for our agents. Thanks IC!

Joseph Reale
Ranger
08/20/2019

Thank you for the stellar review Drew. Please let us know if there's anything we can do to make your experience even better!

Love the button

Our support teams love this button for cases. Anything that can reduce the number of clicks is a win!

Stephanie Ramos
04/23/2019

Nicole, thank you for the review! Very glad that your support team finds it a win. We're always looking to improve our products for the community, so please don't hesitate to let us know how we can further assist you and your team in the future!

Error experience

Edited: The IC team worked with us very promptly and expedited the update for us, which will go a long way in helping us satisfy this requirement for our client. I look forward to other apps from this team! -------------------------------------------------------------------- Hi, App works well and mostly as expected. However, when a user does not have read/write access to a case and the app errors out updating the case, it displays the error for a split-second before closing out the tab containing the error. That means, there is no visual feedback for the user to know what went wrong. If we can persist the error in the tab or a modal, that would be great. Thanks.

Siddharth Ruchandani
04/03/2019

Thank you Joe and Stephanie for fixing this issue so quickly for us!

Joseph Reale
Ranger
04/03/2019

Hi Sidd, As discussed on our support case, this issue was identified as a product defect. However we have good news! A new version (1.57) has just been uploaded the AppExchange and includes a fix. The only action you'll need to take is upgrading. If you experience any further issues or have additional questions, please feel free to open a new case and we'd be happy to help.

Stephanie Ramos
03/15/2019

Hi Sidd, thanks for giving us your feedback. Would you mind creating a case so that our team can investigate the error you're having?