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  • 1.  Case Management - Functional Demo

    Posted 6 hours ago

    Hi Friends,

    I have been asked to help evaluate if the new Case Management features would help one of our business units fill a gap. 

    I remember seeing an early demo in a roadmap session (I think) but I cannot find this again.  I would like a little more detail than provided in the learning course 'Work Automation: Case Management Introduction'.  

    Is anyone able to point to any other content regarding this feature?  I would like to avoid building something myself at this time.  

    Thanks,


    #Roadmap/NewFeatures

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    Mike Croft
    Sr Tech Specialist, Client Care Tech
    Equitable Life Canada
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  • 2.  RE: Case Management - Functional Demo
    Best Answer

    Posted 3 hours ago

    Hello Mike,

    I think this thread will have the info that you are looking for: New eLearning on Work Automation: Case Management.



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    Jason Kleitz
    Online Community Manager/Moderator
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