Configuring bulk transfer settings

Bulk transfer is used to transfer multiple cases from one agent or service group to another.

  1. Log in as CMsetup administrator.
  2. Select Administration > Case Management Admin.
  3. Click Application Settings.
  4. In the Bulk Transfer Settings area, specify this information:
    Agent/ServiceRep
    Set to Yes to enable agents to perform bulk transfers from the Agent Queue.
    ServiceMgr
    Set to Yes to enable service managers to perform bulk transfers from the Manager Queue.
  5. Click Update.