- In From the navigation Navigation panel, double- click Relationships, then click Case.
Click New to create a new case. The Case Details screen will display
- In the top section of the Case Details screen, enter background details for the card:
- Case Number is uniquely automated
- Case Name identifies the card in the system.
Card select the customer.
Expand title Show me 
- Click on the Activities tab
- Click on New
- Select on drop down and enter in communication method In notes enter notes of the communication method a Communication Method
Enter any Notes as required (e.g.
:, copy/paste email)
- Click on Save (a pop up box may appear requesting mandatory fields)
- Events tab
Expand title Show me 
Note Check the Completed box to complete an activity
Expand title Show me 
- Click Events tab to create a schedule entry
- Click on New
- Enter in subject
- Click on service order and select
- Click on address drop down and select
- Click on the contact person drop down and select
Click on ‘General’ tab
- Select site
- Select machineEnter Subject
Specify Start and End On date and time
Expand title Show me 
- Optional fields :
- select the required availability Status
- select the required Label
schedule the event as a Recurrence
Expand title Show me 
Click on Staff tab then click on Insert
Select a user to assign the event to
Expand title Show me 
Click Schedule to see the event calendar for the user
Expand title Show me 
When you have finished, click Save (a pop up box may appear requesting mandatory fields)
Update the case Workflow Status to Ready in order to finalise i.e., post or close, the case.
Expand title Show me 