Hi all,
Sugar CE had a function called "Quick Pick". You created case templates called "quick picks" and if you applied one to a case, it added specific values to the case. E.g. we have members who decide to cancel, and my old cancel quick pick would make the case subject be "MEMBERNAME wants to cancel". It would make the case description be "MEMBERNAME is cancelling. Please record their reason below and assign this case to their rep." This put a little structure around these cases.
Is there anything similar in Sugar Serve 14?
Thanks as always,
Elisabeth