Question

I would like to be able to group cases based on external department that the correspondent works in.

This is important as our customer will come to us and ask what cases "Compliance", "Dealers", "Back Office" interested in.

Now, I've looked at groups (and I can create each member of the above departments as a Community User) however that only allows me to associate a project with a group.

How might I associate individual cases with a department, or at least say show me cases where people in this group are a correspondent?

Thanks

Answer 1

Using the Custom Fields plugin, create a new field (a dropdown list) called Department, and populate it with the department names. Then you can create filters for each department, and search or sort by department.