FAQs in this section
What is a case?
How do I create a case?
Can I link a customer record to their case record?
What is the Is Billable field in Cases?
Can I link a service to a case?
What are the different statuses of a case?
How do I assign a case to a team in my company?
Where can I find the responses to the Customer Satisfaction Survey?
What is the Customer Satisfaction Survey?
How does the Customer Satisfaction Survey work?
How can I find the Customer Satisfaction Survey workflow?
What is the difference between cases and internal tickets?
Can I mass edit case details at once?
Can 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?

Can I create a case using Quick Create?

Yes, with Quick Create, you can create a case quickly by filling in only the necessary details. You can access this feature from any screen.
Also, it saves you a lot of time.
Follow these steps to create a case using Quick Create:
  1. Click the icon displayed on the top right side of your screen.
  2. Select Case.
  3. Click Show all to view all the modules you can create records in, using Quick Create.
  4. Click the Add Case tab.
  5. Fill out the mandatory case details such as Summary, Case Title, Status, Priority, and Contact Name.
  6. Click Save.
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