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Next – go to the customer card
Navigation panel > Relationships > Cards
Filter to show Current Customers
Find and select the customer card
On tab Cases, click on button New
Select the Case Type
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Give the Case a Case Name (I.e. description of what the case is for)
The Card field is pre-populated with the customer you started the case on
The field Person should be the card contact person you need contact with for this case (all contacts will be displayed in the list of contacts to select from)
Set the Priority for this case
Who Which staff member/user is the case to be assigned to Assigned To? Which staff member at your site?
Leave Date Created as is
Select the Due Date – i.e. when the first appointment is due.
Click on button Save (top ribbon of screen)
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On the General Tab
You can, but do not have to, select which Sales order/machine/service order this Case may refer to.
On tab Notes
You can fill in the Objective for this Case
And in the Outcome you can fill out what the end result was from this Case
Case Notes can also be documented on the bottom section of this tab using the New button (not the Insert button) to create a new line (first line with a funnel on the left is a search filter line) but first you will need to change the filter to Active Transaction Notes or the new one you created will not appear to enter into.
Change the filter on the Case Notes to be All Notes
Click on the New button,
Set an expiry date if relevant Expiry Date if relevant (you may have to add that column in if it does not appear by default in the Case Notes)
Double click into the Test Text field and the note appears as a new tab to see full screen.
Add your note, select if it is to pop up or print on a sale or leave tick boxes unticked if it’s just a note.
Then click on button Save and Close.
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