JR&CO
New Issue · Quick Topic Forms
Configure quick topic chips and the intake fields agents fill while on the phone
Work Queue CRM Tools
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Quick topic forms

Each row becomes a chip on the New Issue form (Active leaks, Warranty, Maintenance, etc.). When an agent clicks a chip, the configured fields render as a small form instead of a blank detail box. Changes apply to the escalation work queue after save.

Order Chip / title Key Category Fields
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