Rollup Helper Use Case Library

Problem

Users wants to see the last activity Date and Time from associated Cases on the Account.

Solution

Create a rollup which rolls up the Last Modified Date.

The first step is to create a new...

Account, Account Management, Case, Case Management, MAX, Rollup Helper

Problem

Support wants to see how many cases are in each status with an Account to see how well they are being provided service. Sales and Marketing may hold off on selling if an Account is currently...

Account, Case, COUNT, Case Management, Rollup Helper