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Average Ratings 0 Ratings

Total
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

Effortlessly transmit case details from Microsoft Dynamics CRM (on-premises) and Dynamics 365 (CRM Online) to Azure DevOps Server, previously known as Microsoft’s Team Foundation Server or TFS 2013-2019. A typical use case involves escalating bugs or issues that necessitate developer intervention to resolve. Users can search within TFS, associate cases with existing work items, or directly "send cases" to TFS, resulting in the automatic creation of new work items. After the development team finalizes their tasks, CRM cases are updated to reflect important TFS work item information, along with notifications for CRM updates. It's important to note that not every case pertains to a bug; some require escalation for development solutions. You can also establish two-way links between cases and TFS work items. Additionally, new TFS work items can be automatically generated based on specific case field values and assigned to the appropriate projects. This integration supports all templates and various work item types, ensuring comprehensive functionality across the board. By streamlining this communication, teams can enhance their efficiency and responsiveness to issues that arise.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AscentialTest No 
Gemini Testing No 
Microsoft 365 Yes 
Microsoft Outlook Yes 
Microsoft SharePoint Yes 
Pester No 
PitchBook No 
Qualitia No 
Revenera SCA No 

Integrations

AscentialTest Yes 
Gemini Testing Yes 
Microsoft 365 No 
Microsoft Outlook No 
Microsoft SharePoint No 
Pester Yes 
PitchBook Yes 
Qualitia Yes 
Revenera SCA Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$100 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Repstor

Founded

2012

Country

Ireland

Website

www.repstor.com/products/custodian/

Vendor Details

Company Name

Quantum Whisper

Founded

2006

Country

Canada

Website

www.quantumwhisper.com

Product Features

Legal Case Management

Billing Management No 
Calendar Management No 
Case Notes No 
Client Management No 
Communication Tracking No 
Conflict Management No 
Corporations No 
Court Management No 
Discovery Management No 
Docket Management No 
Document Management No 
Expense Tracking No 
Government No 
Law Firms No 
Records Management No 
Task Management No 
Time Tracking No 
Trust Accounting No 

Product Features

Integration

Dashboard No 
ETL - Extract / Transform / Load No 
Metadata Management No 
Multiple Data Sources No 
Web Services Yes 

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