Edit Reminder to Archive in TrustLine Settings

Summary

In this article

• Before you begin
• Step 1: Access the Reminders Section
• Step 2: Edit Reminder to Archive
• Step 3: Admin Can Archive a Case
•  Frequently Asked Questions (FAQ)

Before you begin

• You need to have an Admin role with the necessary permissions to access and edit the Reminder to Archive setting in TrustLine.
• Ensure that your account has permission to view the TrustLine and Reminders options in the Admin tab.

Step 1. Access the Reminders Section

1. Log in to Plumm with your valid Admin credentials.
2. Click on the 9-dot menu at the top left corner of the dashboard.
3. Select TrustLine from the menu. You will be redirected to the TrustLine - Settings page.
4. Under Settings, click Reminders to access the reminder management options.

Step 2. Edit Reminder to Archive

1. In the Reminders section, locate Reminder to Archive.
2. Click the three dots on the right-hand side of the Reminder to Archive section.
3. Select the number of days after a case is closed to remind the representative to archive it.
   • This reminder applies only to closed cases.
   • The system will send an email notification to the representative one day before the selected period, prompting them to archive the case.
4. Click Confirm to save your changes.

Step 3. Admin Can Archive a Case

1. Admins can also manually archive a case.
2. To do this, go to the Manage Cases section.
3. Select the case you wish to archive, then click on the Archive option.

Frequently Asked Questions (FAQ)

1.Who can edit the Reminder to Archive setting?

 The Reminder to Archive ensures that representatives archive closed cases within a specified time. The system sends a reminder email to the representative before the selected number of days to prompt them to archive the case.

3. Does the reminder apply to open or closed cases?