Description
This case summary template is perfect for team meetings or reporting to customer service leads. With one click, you can create a summary document with all the details you need about your highest-priority cases. This template includes standard case fields like number, description, case owner, and contact information. It also pulls in Activity History and recent Chatter posts.
Output Type: PDF
Download
Download this template in 3 easy steps. For more detailed instructions, click here.
1. Download Template File
2. Download Unmanaged Package (For Custom Fields/Images)
3. Import Template Into S-Docs
