FAQs in this section
What is a case?
How do I create 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?
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 case?
How do I enable automatic case creation from emails?
How can I reply to a case?
How are users notified when they are mentioned in a case comment?
What are the two default workflows set up for the Cases module?
How can I track the time spent on a case?
How do I create a Timelog for a case?
How do I stop the feedback emails sent after closing a Case?
What is the Similar Records option in Cases?
How does the Similar Records option help CRM users?

How do 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 (Quick Create) 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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