Links to Contacts, Vehicle, Items on sidebar in Cases

Completed

Travis Palmer

September 12, 2022 20:25

Would like to see quick access to data sources pinned to the left sidebar in cases. In any company contacts and vehicle information will change. Security Officer's need access to make the necessary changes. 

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  Austin Griffith

  November 15, 2022 16:04

  SureView has now released the ability to give authorized members of your team access to edit key Data Sources without granting them access to any other elements within your Cases system!

  Granting View/Edit permissions for a Data Source to a Team without Administrative privileges will now cause the 'Data Source Page' to appear on the main sidebar for the user. 

  On this page, users can view and update values for Data Sources whose values are expected to change on a regular basis. Let Cases become your single source of truth for event data, with dynamic Data Source editing!

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