Create Case Screen

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.