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:
- Click the icon displayed on the top right side of your screen.
- Select Case.
- Click Show all to view all the modules you can create records in, using Quick Create.
- Click the Add Case tab.
- Fill out the mandatory case details such as Summary, Case Title, Status, Priority, and Contact Name.
- Click Save.