Manually Creating a Case¶

This guide explains how to manually create a case in the system. For instructions on automatically creating cases via email, refer to Email To Case.

Steps to Create a Case¶

Navigate to Case from the main menu
Click Create Case button
Fill in the case details as described in the Field Descriptions table below.
Click Save to create the case.

Field Descriptions

Field	Description
Name	A name for the case. You may use your own naming convention to match your business process.
Account	A link field to associate the case with a relevant Account.
Status	The current status of the case. Options: New, Assigned, Pending, Closed, Rejected, Duplicate.
Priority	Indicates the urgency of the case. Options: Low, Normal, High, Urgent.
Contact	A link field to associate the case with a relevant Contact.
Type	The category of the request. Options include: Question, Incident or Problem.
Description	A clear and user-friendly summary of the case.
Attachments	Upload any files relevant to the case.