Cases is like a ticketing system. The kinds of things you can do with the cases system is as follows:
- Make appointments/schedule
- Create a case for a card
- Telemarketing
- Support cases can be logged against machines
- Customers can create their own cases in respect to their web orders
- These cases can be linked back to the card or machine.
- Within a case you can create a sales quote/order or service order.
The Cases tab on the Card Detail window shows you information about the cases that have been raised for this a card.
| Expand | |||
|---|---|---|---|
| |||
|
Buttons
Refer to Common Buttons.
Button | Description |
|---|
...
New
...
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:
|
...
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.
...
| title | View information about the fields on this screen |
|---|
...
Fields
Field | Description |
|---|---|
Transaction Number | The transaction number assigned to the case. |
Name | The name of the case. |
Transaction Created Via | How the transaction was created. |
Status | The status of the case. |
Assigned To | The name of the user assigned to the case. |