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Buttons on this tab

Button

Description

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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