In grid view, each case has a shortcut menu that allows you to access the following actions:

Convert to

Converts the case to another type of case depending on the characteristics of the request as determined by the specialist.

Create Related

It creates a new case and automatically relates it based on the information from the source case.

At the time of uploading the data in the creation form, it is validated that the different concepts are active and that selection is possible in the new case.

Reassign Case

Reassign the case to a specialist from the current case group.

Find similar

Look for cases where the customer, company, subject, and description match.

Add note

This option allows you to add notes to the case.