"Cases" vs "Tasks"
"Cases" vs "Tasks"
Hello CRM community,
So......When a case is opened, it inevitably results in a task or a series of tasks for the rest of the team. We have some team members who simply create appropriate tasks for the appropriate user when a client calls in with an issue and do not create a case.
However, we have some other team members who create a case and then go about assigning the tasks needed to clear up the case.
However, when the tasks are complete, it doesn’t automatically clear the case.....and we end up with a glut of open cases that really throw off our reports and creates a lot of anxiety for me.
Even if there is a way to automatically clear a case when all of the case’s activities are closed (BTW, is there?) do I want that?
Any suggestions?
What is the common practice out there?
Thanks,
Jim