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The Cases tab on the Card Detail window shows you information about the cases that have been raised for this card.
View information about the buttons on this tab
Button | Description |
|---|
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: - all cases
- outstanding cases
- outstanding and unscheduled
- my outstanding cases
- posting or failed
|
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. |
View information about the fields on this screen
For each case, the following information is displayed:
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. |