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How do I add a case using Actions from a Tweet?

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The Social module lets you record complaints or special inquiries as ‘cases’ from replies to your Tweets or Tweets that mention you.

For example, if a customer tweets a complaint mentioning you, you can easily create a case from the Tweet.

Follow these steps to add a case from a Tweet:
  1. Click Actions.
  2. Click Add Case. You will be directed to the Add Case window.
  3. The user’s Tweet (case) is by default taken as Summary and Case Title for the case record.
  4. Enter all the case details on the add case window.
  5. Click Save
  6. Clicking Send Email you can email the case details.

The above steps will add a case and create a related case record that will be saved in the Cases module.

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