Monday, October 22, 2018

System Notes - Set By Behavior when Showing Recent Changes on Case Records

There are three potential reasons why the System Notes would show recent change in a Case record without editing and saving the actual record. Please see below:

1. If the customer replies to a Case, the Set By would show -System-.
2. If the Administrator processed a Mass Update which would affect the case fields, then the Set By will show the name of the Administrator.
3. Same as number two, the Administrator's name will appear on Set By if a CSV Import has been done.

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