Cases is like a ticketing system. The kinds of things you can do with the cases system is as follows:
...
The Cases tab on the Card Detail window shows you information about the cases that have been raised for a card
| Expand | ||
|---|---|---|
| ||
|
Buttons
Refer to Common Buttons.
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:
|
...