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Create Case

Overview

This article shows you how to create a case manually.

To automatically create cases, please refer to Email To Case

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Creating a Case

To create a case:

  • From the main menu, click Support menu item, then click Case
  • Click Create Case button
  • Set the appropriate properties and click Save. Please see the Properties table below for more information.

Properties

Field Description
Name The name of a case, you can name a case according to your business process.
Account This is a link field. This is the Account that is relevant to the case.
Status Status of a case. Current values are: New, Assigned, Pending, Closed, Rejected, Duplicate.
Priority The priority of a case. Current values are: Low, Normal, High, Urgent.
Contact This is a link field, this is the Contact that is relevant to the case.
Type Type of the request of the case. It could be Question, Incident or Problem.
Description A user friendly description of a case.
Attachments Any attachments that are relevant to the case.

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See also

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