CRM case merge tags

Tag Reference

Tag Name

Description

Attachment Description

@(SystemCaseAttachment.AttachmentDescription)

The contextual notes saved with each case file attachment

Attachment File Name

@(SystemCaseAttachment.AttachmentFileName)

The name of each file attached to the case

Attachment File Type

@(SystemCaseAttachment.AttachmentType)

The file type for each attachment linked to the case

Cancellation Reason

@(SystemCaseStatus.CancellationReason)

The parameter value assigned to the case to qualify the circumstances surrounding its cancellation

Case Id

@(SystemCase.CaseId)

The unique internal reference for the case

Case Owner

@(SystemCaseOwnership.UserId)

The allocated owner of the case

Category

@(SystemCase.SubjectCategory)

The classification of subject linked to the case

Company

@(SystemCase.Company)

The company(s) to which the case relates

Contact Group Name

@(SystemCaseContact.ContactGroup)

The name of each contact group linked to the case

Contact Name

@(SystemCaseContact.Contact)

The name of each contact linked to the case

Created By

@(SystemCase.CreatedBy)

The name of the end user who recorded the case on the system

Created Date

@(SystemCase.CreatedDate)

The date on which the case was recorded on the system

Current Status

@(SystemCase.Status)

The current progression status to which the case is assigned

End Date

@(SystemCase.ActualEndDate)

The date on which the case was formally completed

Entity Id

@(SystemCase.EntityId)

The specific data field within the module area to which the case subject relates

Entity Type

@(SystemCase.SubjectEntityType)

The module area to which the case subject relates

Late Completion Notes

@(SystemCase.LateCompletionNotes)

The contextual information added to the case to qualify the circumstances surrounding the missed SLA target completion date

Late Completion Reason

@(SystemCase.LateCompletionReason)

The parameter value assigned to the case to qualify the circumstances for exceeding the SLA target completion date

Note Creator

@(SystemCaseNote.UpdatedBy)

The name of the end user who added the note to the case

Note Date

@(SystemCaseNote.UpdatedDate)

The date on which the note was added to the case

Note Detail

@(SystemCaseNote.Notes)

The contextual information added to each case history event i.e. to define the nature of a specific customer interaction activity

Ownership Effective From Date

@(SystemCaseOwnership.EffectiveFromDate)

The date on which the allocated case ownership came into effect

Ownership Effective To Date

@(SystemCaseOwnership.EffectiveToDate)

The planned date on which the allocated case ownership comes to an end

Prime Contact Group Name

@(SystemCaseContact.PrimeContactGroup)

The name of the main contact group linked to the case

Prime Contact Name

@(SystemCaseContact.PrimeContact)

The name of the main contact linked to the case

Re-assignment Notes

@(SystemCaseOwnership.ReasonNotes)

The contextual notes in support of the case being reassigned to an alternative owner

Re-assignment Reason

@(SystemCaseOwnership.Reason)

The parameter value assigned to the case to qualify the circumstances surrounding the change of owner

Revised Target Date

@(SystemCase.RevisedTargetDate)

The revised SLA target completion date set for the case

SLA Warning Date

@(SystemCase.SLAWarningDate)

The amber warning date set for the case

Start Date

@(SystemCase.ActualStartDate)

The date on which the case was formally commenced

Status

@(SystemCaseStatus.Status)

The chronological progression status history for the case

Status Date

@(SystemCaseStatus.StatusDate)

The date on which each progression status was applied to the case

Status Notes

@(SystemCaseStatus.Notes)

The contextual information added in support of each change of progression status for the CRM case

Status Set By

@(SystemCaseStatus.StatusSetBy)

The name of the end user who assigned the individual progression status to the case

Subject

@(SystemCase.Subject)

The subject on which the case framework is built

Target Date

@(SystemCase.SLATargetDate)

The SLA target completion date set for the case

Target Revised By

@(SystemCase.RevisedBy)

The name of the end user who adjusted the SLA target completion date for the case

Target Revision Notes

@(SystemCase.RevisedNotes)

The contextual information provided in support of the change of target completion date for the case

Target Revision Reason

@(SystemCase.RevisedReason)

The parameter value assigned to the case to qualify the change of target completion date