Difference between revisions of "Create Case Screen"
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| − | To create a case, either the initial account or the initial contact | + | To create a case, the subject and either the initial account or the initial contact are required. |
*'''Initial Account''' - This is the initial account that is requesting assistance. Enter the internal ID of the initial account, or search for it using the [[lookup widget]]. | *'''Initial Account''' - This is the initial account that is requesting assistance. Enter the internal ID of the initial account, or search for it using the [[lookup widget]]. | ||
*'''Initial Contact''' - This is the specific contact for the account who is requesting assistance. Enter the internal ID of the initial contact, or search for it using the [[lookup widget]]. | *'''Initial Contact''' - This is the specific contact for the account who is requesting assistance. Enter the internal ID of the initial contact, or search for it using the [[lookup widget]]. | ||
| − | + | *'''Subject''' - This is the subject name for the case. | |
You may also enter the following data: | You may also enter the following data: | ||
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*'''Type''' - This is a generalization of the type of assistance being requested. Select the type of case you are creating (for example: "Request for Information", or "Request for Bug Fix") from the drop down menu. | *'''Type''' - This is a generalization of the type of assistance being requested. Select the type of case you are creating (for example: "Request for Information", or "Request for Bug Fix") from the drop down menu. | ||
*'''Reason''' - This is an explanation for what necessitates the assistance. Select the reason for the case (for example: "New Problem", or "Instructions Not Clear") from the drop down menu. | *'''Reason''' - This is an explanation for what necessitates the assistance. Select the reason for the case (for example: "New Problem", or "Instructions Not Clear") from the drop down menu. | ||
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*'''Description''' - This information box allows you to enter a general description of the case you are creating. | *'''Description''' - This information box allows you to enter a general description of the case you are creating. | ||
*'''Internal Note''' - This information box allows you to leave notes for yourself or other team members about the case. | *'''Internal Note''' - This information box allows you to leave notes for yourself or other team members about the case. | ||
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| + | Clicking the [Create Case] button will save the case and take you to the [[View Case Screen]]. | ||
Latest revision as of 06:42, 4 October 2007
To create a case, the subject and either the initial account or the initial contact are required.
- Initial Account - This is the initial account that is requesting assistance. Enter the internal ID of the initial account, or search for it using the lookup widget.
- Initial Contact - This is the specific contact for the account who is requesting assistance. Enter the internal ID of the initial contact, or search for it using the lookup widget.
- Subject - This is the subject name for the case.
You may also enter the following data:
- Priority - This is the level of importance you would like to assign this case.Select a priority (for example: "Critical", or "Low") for this case from the drop down menu.
- Type - This is a generalization of the type of assistance being requested. Select the type of case you are creating (for example: "Request for Information", or "Request for Bug Fix") from the drop down menu.
- Reason - This is an explanation for what necessitates the assistance. Select the reason for the case (for example: "New Problem", or "Instructions Not Clear") from the drop down menu.
- Description - This information box allows you to enter a general description of the case you are creating.
- Internal Note - This information box allows you to leave notes for yourself or other team members about the case.
Clicking the [Create Case] button will save the case and take you to the View Case Screen.
