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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Custodian oversees and safeguards your case and email data in Microsoft 365 by enhancing SharePoint's functionality to facilitate efficient case management. It offers secure and user-friendly tools for managing cases directly within Microsoft 365, which are conveniently accessible through Microsoft Outlook. Users have the ability to utilize SharePoint sites and lists for the storage of case-related content. Each case type can be easily and consistently structured with metadata, workflows, and policies. Additionally, it allows the creation of case templates tailored for various case types, providing essential frameworks for new cases. The flexibility of these templates, combined with the straightforward provisioning of cases and the capacity to display case documents in Outlook via a robust client, empowers organizations to adopt custodian for seamless SharePoint case management that users find intuitive and beneficial. This streamlined approach not only enhances productivity but also fosters a culture of effective case handling within the organization.

Description

Salesforce’s HR Service Management platform empowers both HR teams and employees with AI-driven solutions that simplify HR processes and enhance service delivery. With an intuitive employee portal, case management features, and automated workflows, employees can easily find answers and complete tasks without assistance. The platform supports seamless communication across channels such as email, phone, and messaging, while also leveraging AI to help HR teams resolve cases more efficiently and scale operations without increasing headcount. Salesforce’s HR Service is designed to drive employee satisfaction and optimize HR service management.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

APISCRAPY
Microsoft 365
Microsoft Outlook
Microsoft SharePoint

Integrations

APISCRAPY
Microsoft 365
Microsoft Outlook
Microsoft SharePoint

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Repstor

Founded

2012

Country

Ireland

Website

www.repstor.com/products/custodian/

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/eu/service/employee-engagement/

Product Features

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Product Features

HR Employee File Management

Access Controls
Centralized Employee Files
Dashboard
Email Notifications
Paper & Digital
Regulatory Compliance
Retention Settings
Search
Sharing Spaces
Signature

Team Management

Assignment Management
Commenting / Notes
Goal Setting / Tracking
Messaging
Productivity Analysis
Progress Tracking
Project Planning
Resource Management
Task Management
Third Party Integration
Time Tracking

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