FAQs in this section
How do I create a case?
How do I link a customer record to their case record?
How do I link a service to a case?
How do I assign a case to a team in my company?
How do I find the Customer Satisfaction Survey workflow?
How do I mass-edit case details at once?
How do I filter cases depending on the Customer Satisfaction Survey feedback?
How do I reply to a case?
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 a case?
What is the Is Billable field in Cases?
What are the different statuses of a case?
How do I find the responses to the Customer Satisfaction Survey?
What is the Customer Satisfaction Survey?
How does the Customer Satisfaction Survey work?
What is the difference between cases and internal tickets?
How do I set up a mailroom rule to create cases?
Why are there no closed states in Cases?
What is the SLA Information block in Cases?
How do I create a case using Quick Create?
Table of Contents
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:
Also, it saves you a lot of time.
Follow these steps to create a case using Quick Create:
- Click the + icon (Quick Create) 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.
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