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customers view of closed calls

Teresa Ward

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Hi @Teresa Ward

Thanks for your post.

There isn't an option to limit how many closed calls are visible to a user in the Employee Portal.  However, you may be able to include some BPM automation that changes some of the information such as changing the service, or having a fictitious user account that you re-assign archived requests to, or you could even change the status of the request to Cancelled which could result in the call no longer being visible.  How you approach this would depend on the type of history that you wish to maintain.  

Once a call is closed, the BPM can continue to do further automated changes.  

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