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
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:
|
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
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. |