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How to Add a Case Using Actions?

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Let’s you record complaints or any special inquiry as ‘cases’ mentioned or replied to on your Tweets.

Follow these steps to add a case:
  1. Click Actions.
  2. Click Add Case. You will be directed to the Add Case window.


 
  1. The user’s Tweet (case) is by default taken as Summary and Case Title for the case record.
  2. Enter all the case details on the add case window.
  3. Click Save
  4. Clicking Send Email you can email the case details.


With this, you have successfully added a case and created its case record which will be saved in the cases module.
 

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