FAQs in this section
What is a case?
How do I link a customer record to their case record?
What is the Is Billable field in Cases?
How do I link a service to a case?
How do I create a case using Quick Create?
What are the different statuses of a case?
How do I assign a case to a team in my company?
How do I find the responses to the Customer Satisfaction Survey?
What is the Customer Satisfaction Survey?
How does the Customer Satisfaction Survey work?
How do I find the Customer Satisfaction Survey workflow?
What is the difference between cases and internal tickets?
How do I mass-edit case details at once?
How do I filter cases depending on the Customer Satisfaction Survey feedback?
How do I set up a mailroom rule to create cases?
How do I reply to a case?
Why are there no closed states in Cases?
How do I reply to a case?
How do I convert a case to an FAQ?
How do I add Internal Comments on a Case?
How do I link a Service to a Case?
How do I assign an SLA to a case?
What is the SLA Information block in Cases?
How do I create a Timelog for a case?
What are the two default workflows set up for the Cases module?
How can I track the time spent on a case?
How are users notified when they are mentioned in a case comment?
How can I reply to a case?
How do I enable automatic case creation from emails?
How do I create a case?
How do I create a case?
Table of Contents
A customer might raise an issue via call, email, chat, etc. In such cases, you must create a case in the CRM manually and use the Channel field to specify where the customer raised the issue.
Follow these steps to create a case:
Follow these steps to create a case:
- Click the Main Menu.
- Go to Support.
- Click Cases.
- Click +Add Case.
- Click one of these tabs:
- Send Email: Create a case in the CRM and send an email to the customer
- Add Case: Create a case in the CRM and do not send an email to the customer
Send Email
- Enter the customer’s contact email address in To address.
- Enter the case title as the email subject.
- Set the case Status.
- Provide a description of the case under Description.
- Set the Priority of the case - Urgent, High, Medium, or Low.
- Click Add Case and Send Email.
Add Internal Ticket
- Enter the case title.
- Set the case Status.
- Set the Priority of the issue - Urgent, High, Medium, or Low.
- Specify the contact to whom the case is related under Contact Name.
- Assign the case to the concerned department under Group and/or to a specific person in the group using Assigned To.
- Click Save.
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