The Cases tab on the Card Detail window shows you information about the cases that have been raised for this card.
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| title | View information about the buttons on this tab |
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Button | Description |
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New | Creates a new case. | New Service Order | Creates a new service order for the selected case. | New Service via Template | Creates a new service order for the selected case, using a template. | New Sale Order | Creates a new sale order for the selected case. | Send Email | Creates a new email for the selected case. | View filter | Allows you to limit the view to include only specific cases: - all cases
- outstanding cases
- outstanding and unscheduled
- my outstanding cases
- posting or failed
| Notes | Shows any notes that exist for the selected case. | Show Transaction | Opens the original transaction. | Export | Exports the selected case. | Print Preview | Shows a print preview of the list of cases. |
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| title | View information about the fields on this screen |
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For each case, the following information is displayed: Field | Description |
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Transaction Number | The transaction number assigned to the case. | Name | The name of the case. | Transaction Created Via | How the transaction was created. | Status | The status of the case. | Assigned To | The name of the user assigned to the case. |
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