Managing cases and projects in Essential Connections using list views

Using List Views to Help You Manage All Your Cases in Essential Connections.

List views are used in Essential Connections to list out your cases and projects to make it easier for you to manage all your cases. There are two list views that you see on your homepage every time you log into Essential Connections – My Submitted Cases and My Projects.

Not all the columns for these list views are displayed on the Homepage – to view all the columns press the ‘View All’ button at the bottom of the list view on your Homepage. We have included a number of different bits of information, such as NMI, address and customer surname, in these list views to help you manage your jobs.

New List View in Essential Connections to Help You Manage All Cases Submitted by your Organisation.

We have now created a new list view for all users called ‘My Business Cases’. This list view will allow you to see all the cases submitted by anyone in your organisation. It includes the same information as My Submitted Cases with an additional column called Submitted by Contact to allow for visibility of all cases submitted by any employee in your business.

We have also written an article that is available on our website that steps you through how to find this new view or any of the other views available - Essential Connections Support.

What do you need to do?

• Communicate this information to relevant members of your organisation.
• Access our Essential Connections Support to view our list view guide.
• View this communication via Essential Engagement.

Further Information

If you need further information, please email aspinfo@essentialenergy.com.au.