Technology |
1 min
June 3, 2020

Default “Closed” Status in CX Will Help Advisors Manage Cases: Updates in June 2020

2020 release notes
Article by Carson Group

Release Notes: Version 20.2.2  |  June 3, 2020

New onboarding cases from CX will be created with a default “Closed” status in C.E.O. to help advisors better organize their workload.

This update – details below – is effective as of Wednesday, June 3, 2020.

  • Default “Closed” Status: New onboarding cases from CX will be created with a default “Closed” status in C.E.O. This will help reduce the number of cases added to the queue when users log in to CX for the first time. For tracking purposes, use the Client Dashboard Status field. The cases will display in CX as open Checklist items when the Client Dashboard Status is not set to “Complete.”

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