Setting a default department

2023-11-24Last updated

To automatically assign a department to all new cases, administrators can configure a default department.

Before you begin

Create departments.

What you should know

When a new case is created, a default department can be assigned to it. You can change the default department at any time.

Procedure

  1. From the Configurations menu, navigate to the Departments page.
  2. Click Set default.
  3. In the Set or update default department window, click the Change to menu and select a department from the list.
  4. Click Save.

After you finish

Set up and use i-PRO automatic case and file tagging.