Difference between revisions of "Create Case Screen"
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| − | To create a case, | + | To create a case, either the initial account or the initial contact is 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]]. |
| − | *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. | + | You may also enter the following data: |
| − | *Subject | + | |
| − | *Description - This information box allows you to enter a general description of the case you are creating. | + | *'''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. |
| − | *Internal Note - This information box allows you to leave notes for yourself or other team members about the case. | + | *'''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. | ||
| + | *'''Subject''' | ||
| + | *'''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. | ||
Revision as of 15:42, 25 September 2007
To create a case, either the initial account or the initial contact is 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.
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.
- Subject
- 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.
