Quick Actions widget

As a Case Administrator, you can use the Quick Actions widget to access common case management and administration tasks. This widget provides shortcuts to frequently used actions and setup areas.

The Quick Actions widget includes these actions:

• Create case: Opens a form for creating a new case.
• Service center employees: Provides access to service center employee records. Use this action to search and manage case agents.
• Topics: Provides access to case topics. Use this area to manage topics that support case routing, service level agreement (SLA) rules, and reporting.
• Search employee directory: Provides access to the employee directory, where you can search for employee information when creating, reviewing, or managing cases.