Cases related to a card

The Cases tab on the Card Detail window shows you information about the cases that have been raised for this card.

Click to view a screenshot

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.

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.