Introduction

wolkvox CRM allows for collaborative case management, enabling multiple users to edit case information regardless of who the assigned owner is.

The "All users can edit" option in user profiles within Wolkvox CRM enables more flexible and efficient case management. This feature is useful in various operational scenarios, such as technical support, claims management, sales, and commercial follow-up, where collaboration among agents is essential.

Configuration

Benefits of Collaborative Editing

• Greater Collaboration: Allows multiple agents to work on the same case, updating information in real-time.    
• Reduced Blockages: Avoids delays in case management when the assigned owner is unavailable.    
• Adaptability to Different Processes: Adjusts to the needs of each company, as the option can be activated or deactivated based on the user profile.    

Use Cases for Activating Collaborative Editing

• Technical Support: Different agents can update the case as support progresses.    
• Customer Service Claims Management: Different teams can intervene without depending on a single owner.    
• Sales and Commercial Follow-up: Multiple consultants can modify a case to ensure continuity of the negotiation.    

Permission Activation

1. Access the user profile settings in Wolkvox CRM.    

Saving Changes

Users with the "All users can edit" permission will have the "Save" button enabled to apply changes made to any case information.