Skip to main content
Mitratech Success Center

INSZoom - How do I auto send Questionnaire and docs Checklist when Case is created

How do I auto-send the Questionnaire and docs Checklist when Case is created?

Send Questionnaire and docs Checklist when Case is created

 Click on Setup(Left Menu) >> Settings >> Advanced Settings >> Search “Misc Settings” in the search box >> Click on Misc Settings >> Click on Edit >> Update “Yes” for Send Questionnaire and docs Checklist when Case is created >> Save.

  • Was this article helpful?