- In the navigation panel, go to Administration then Case Types.
The Case Type browse window appears
Expand title Show me 
- The left hand side lists all Case Types currently available. As you click on each one, the right hand side displays the Code and Description of that Card Type. Both fields are editable on the right hand side to which you can then hit the save button to save changes made to the existing Code and Description. (It is not recommended that you make changes to this information without consulting with Readysell or your management.
- Click on button New
The Case Type window appears ready for entry of a new Case Type
- Key in a new Code for the Case Type
- Key in a new Description for the Case Type
- Click on button Save and Close to save this new Case Type
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To test the newly created case type, go to Cases from the navigation panel and create a new case. In case type the newly added one will appear in the drop down list. |