Configuring feature toggles

  1. Log in as CMsetup administrator.
  2. Select Administration > Case Management Admin.
  3. In the left navigation panel, click Application Settings.
  4. In the Features Toggle section, specify this information:
    Allow Case Cloning
    Set to Yes to enable case cloning.
    SSO for Survey
    Set to Yes to enable single sign-on for surveys.
    Manager Hierarchy
    Set to Yes to enable manager hierarchy features.
    Resolution Text Editor
    Set to Yes to enable rich text editing for Resolution Templates and the Resolution field when cloning cases.
    Case Viewer Tracking
    Set to Yes to show which users are currently viewing the case and provide a real-time viewer count.
    Case Search
    Set to Yes to enable case searching.
    Multi Select Filters
    Set to Yes to enable selecting multiple filters.
    Multi Select-Categories and Subcategories
    Set to Yes to enable agents to select multiple categories and subcategories.
    Ask HR - Share Case With Manager
    Set to Yes to enable sharing cases with managers.
  5. Click Update.