Opening a new case
- From the Navigation panel, click Relationships, then click Case.
Click New to create a new case.
- In the top section of the 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.
- Click on the Activities tab
- Click on New
- Select a Communication Method
Enter any Notes as required (e.g., copy/paste email)
Check the Completed box to complete an activity
- Click Events tab to create a schedule entry
- Click on New
- Enter Subject
Specify Start and End On date and time
- Optional fields :
- select the required availability Status
- select the required Label
schedule the event as a Recurrence
Click on Staff tab then click on Insert
Select a user to assign the event to
Click Schedule to see the event calendar for the user
When you have finished, click Save (a pop up box may appear requesting mandatory fields)
Update the case Workflow Status to Ready in order to finalise i.e., post or close, the case.
