Card cases

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 

 Refer to Common Buttons.