New Action Buttons in Cases

If you have never used Action Buttons before, we have added a few to the Cases module and the Cases' focus dashboard in Sugar version 13.1 and greater:

  • Claim button: Easily claim a case not assigned to you using the "Claim" Action Button at the top of the view.
  • Close button: Quickly close a case using the "Close" Action Button at the top of the view.
  • Unassign menu option: Remove the assignee on a case from the menu in the top right corner, freeing up the case to be taken by a different agent.

These buttons are also editable in Studio! So now you can see an example of a premade action button and how it works. Additionally, you may edit these buttons to customize your own users' experience in the Cases module.

You can learn more about this by going to the Cases documentation.

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