Cases

 

Creating a New Case

Select a Case Object & click New from the ribbon bar or right mouse click & select New from the Main Grid.

 

The Case Property Card will open, showing all fields and options configured by your System Administrator.

 

Complete all required fields and click Send to next stage.

 

Stages and allowed Users and Groups are preconfigured by your System Administrator.

 

To progress a case to the next stage which you are required to work on, click Check Out, complete the required fields and click Send to next stage.