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History Templates

The History tab offers a timeline view of all the interactions and activities associated with that case, including:

  • Sent and received messages related to the case.
  • Updates to the case status or details.
  • Notes or attachments added to the case file.

This consolidated view can improve the understanding of the case history and current status, identifying trends or areas that require attention.

Message Templates could help ensure consistent messaging and save time when composing these communications.

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