Opening a new case

Opening a new case

1. In the navigation panel, double-click Relationships, then click Cards.

2. Click New to create a new case. The Case Details screen will display

3. In the top section of the Card 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.

1. Click on the Activities tab
2. Click on New 
3. Select on drop down and enter in communication method 
4. In notes enter notes of the communication method (e.g.: copy/ paste email)
5. Click on Save (a pop up box may appear requesting mandatory fields)
6. On the Addresses tab, enter the customer's address details. You must enter at least one address. See Card address for more information on customer addresses.
7. On the Settings tab, click the Customer Settings sub-tab and enter settings for the customer. At a minimum, you must enter the customer's payment term. See Customer settings to learn more about the fields on this tab.
8. When you have finished, click Save to save the customer's record in Readysell.