Page Comparison

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.