Paul Hunter-Rowe

Help Topics Creating and Modifying an Insight Filters Group By Calculations & Calculation Totals Columns Formatting Columns Conditions Background Color Text Color Background Bar Icon Savi...

Help Topics Filters Selecting a Record/Case to View/Edit Promoting a Record to a Case Marking a Record/Case as Sensitive Closing a Record/Case Accessing Records/Cases Once your Record or Case is ...

Help Topics Account Details Theme My Account Logout   Account Details When you log into the SureView Case Management Console, your account details will be presented in the upper right of the wind...

In the previous article, we looked at how to create fields.  Fields are used to capture specific information in a record or case, so next we'll add them to your template. When in settings, click Te...

Help Topics Insight Display Types Table View Calculation Table View Bar Chart Combo Chart Line Chart Pie Chart Insight Display Types Your Insight will have a number of available options, but w...

In the last step, we walked through creating new fields.  We then updated your template and added your new fields within a new section, and now we are going to create another new Record so you can ...

Without views, you'll get a very long list of all your Records and Cases which will make managing everything really difficult.   This is why we have a filter function called Views.   Views allow y...

There will be occasions when a record needs to be escalated.  In SureView Cases, this is achieved by promoting your Record to a Case. Let's do that now.  In the results of your new view, find Getti...

The purpose of the Cadence Schedules section in the settings is to show all of the upcoming cadences and show each of the field values that will be set.   More information can be found in the Tem...