Areas are linked with categories, users, record types, teams, sources & other areas. An area could be anything from a department or sub department within your organization or company such as Finance, Marketing, Front Desk and Customer Service among others.
When creating & configuring a new Area you need to have the following information already interpreted:
What is the difference between a Working Area and a Registering Area? The Registering Area indicates where the case was created. The Working Area is where the case will be destined and defines what the case is about. Now that we understand what Area are let’s get started.
To create a new area:
On the New Area Window you will need to provide the Area Title & Code; once these data is included click Save. (Code is a unique 3 character abbreviation to distinguish each area.)
Next you will need to configure the newly created Area: (Before configuring the area make sure you have already created at least one additional area, Sources and Category )
This feature requires the administrator to assign Record Types to Areas. This means that you will need to assign all Record Types that are to be associated to the particular Area; this will allow Followit to only display the Senders you choose under the Related To section when creating a New Case from these areas (Registering Areas).
To assign Record Types to Areas, follow these steps:
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