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Edit Reminder to Archive in TrustLine Settings

Summary

 This guide explains how Admin users can edit the Reminder to Archive setting in the TrustLine Reminders section. This feature ensures that representatives archive closed cases within the specified time after the case is closed.

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 your Plumm account with your genuine credentials.
  2. Go to the Admin tab on the dashboard.
  3. In the Admin tab, click on Settings.
  4. In the Settings section, you will see two options: Categories and Reminders.
  5. Select Reminders to access the reminder settings.

Step 2. Edit Reminder to Archive

  1. In the Reminders section, find the Reminder to Archive option.
  2. Click on the three dots at the right-hand side of the Reminder to Archive section.
  3. You can then select the number of days after a case was closed to remind the representative to archive it.
  4. This reminder applies only to closed cases.
  5. The system will send an email notification to the representative one day before the selected days, reminding them to archive the closed case.
  6. After selecting the desired number of days, click Confirm to save the 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?

 Only Admin users with the necessary permissions can edit the Reminder to Archive setting. If an Admin doesn't have the required permissions, they will not see the Reminders option in the Admin tab.
 

2. What is the purpose of the Reminder to Archive?

 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?

The Reminder to Archive only applies to closed cases.
 
 

4.How will the representative be notified?

 The representative will receive an email notification one day before the selected reminder period, reminding them to archive the closed case.

5.Can Admins manually archive cases?

 Yes, Admin users can manually archive a case by selecting the Archive option in the Manage Cases section.
 

This guide should help you manage the Reminder to Archive setting within the TrustLine platform. If you encounter issues or need further assistance, please reach out to your HR or system administrator.