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)

5. Click on Save (a pop up box may appear requesting mandatory fields)
6. Events tab

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

7. Click Events tab to create a schedule entry
8. Click on New
9. Enter in subject
10. Click on service order and select
11. Click on address drop down and select
12. Click on the contact person drop down and select

13. Click on ‘General’ tab

14. Select site
15. Select machineEnter Subject 

16. Specify Start and End On date and time

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

    3. schedule the event as a Recurrence 

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18. Click on Staff tab then click on Insert

19. Select a user to assign the event to

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

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21. When you have finished, click Save (a pop up box may appear requesting mandatory fields)

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

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