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Take Ownership for Cases by Vicasso

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

Overview

Are you tired of the inconvenient and repetitive process for taking ownership of Cases? This free widget reduces the number of clicks from 5 down to 1 by adding a custom button to the Case Page Layout.

1 of 4

  • Take Ownership of a Case in 1 click instead of 5

  • Minutes to install

  • Seconds to use

Your current process for taking ownership of a case: 1. Click the Change link on the Case Owner field 2. Click the picklist and change the value from Queue to User 3. Click in the lookup field 4. Find and choose your name 5. Click save The new, easy way to take ownership of a case: 1. Click the custom Take Ownership button After installation: -Edit your Case page layout (Setup > Customize > Cases > Page Layouts > Edit next to your Case page layout) -Click Buttons from the left panel -Drag and drop the Take Ownership button onto the Custom Buttons section of the layout -Save Take Ownership for Cases is a free app for Salesforce brought to you by the development labs at Internet Creations. For more free apps, visit https://www.vicasso.com/products/apps This app may solve the following ideas: Assigning a case to oneself, Create new standard button: "Own This Lead", edit a case automatically become the case owner. Internet Creations is now Vicasso

Categories

Business Needs
Agent Productivity
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Native App
No Limits
Lightning Ready
Managed Package
Salesforce Mobile

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