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 a card
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Buttons
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Refer to Common Buttons.
Button | Description | ||
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New | Creates a new case. | 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:
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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. |
Fields on this tab
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Fields
Field | Description |
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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. |