Create solved case records from board activity for tracking
Create solved case records from board activity for tracking
Your resolved board cards lack a central record, causing gaps in case history and messy handoffs. Agents gain searchable resolution context the same day for reporting and follow-up.
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Overview
When resolved cases only live on boards, audits and SLA reviews slow down and handoffs become messy. This flow captures each solved card into a central table and updates matching subscriber records so managers have searchable resolution history the same day.