Page Comparison

Opening a new case

1. In the navigation From the Navigation panel, double- click Relationships, then click CardsCase.

2. Click New to create a new case. The Case Details screen will display

3. In the top section of the Card 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.

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1. Click on the Activities tab
2. Click on New 
3. Select on drop down and enter in communication method In notes enter notes of the communication method a Communication Method 

4. Enter any Notes as required (e.g.

   :

   , copy/paste email)

   On the Settings tab, click the Customer Settings sub-tab and enter settings for the customer. At a minimum, you must enter the customer's payment term. See Customer settings to learn more about the fields on this tab.

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5. Click on Save (a pop up box may appear requesting mandatory fields)
6. On the Addresses tab, enter the customer's address details. You must enter at least one address. See Card address for more information on customer addresses.

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   Check the Completed box to complete an activity Expand title Show me Image Added

8. Click Events tab to create a schedule entry
9. Click on New
10. Enter Subject 

11. Specify Start and End On date and time

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12. Optional fields : 
    1. select the required availability Status 
    2. select the required Label 

    3. schedule the event as a Recurrence 

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13. Click on Staff tab then click on Insert

14. Select a user to assign the event to

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15. Click Schedule to see the event calendar for the user

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16. When you have finished, click Save

    to save the customer's record in Readysell.

     (a pop up box may appear requesting mandatory fields)

17. Update the case Workflow Status to Ready in order to finalise i.e., post or close, the case.
    

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