Cases
To create a case, enter the following information:
- Priority. From the drop-down list, specify the urgency of the problem.
- Status. From the drop-down list, specify the current status of the problem such as New or Closed.
- Subject. Enter a brief statement of the problem.
- Assigned to. Specify an individual to take ownership of the case.
- Account Name. Enter the name of associated account or click Select to choose the account.
- Description. Enter a clear description of the problem.
- Resolution. Enter the results of the investigation into the problem.
Click Save to save the record.
Click Cancel to exit the page without saving the record.
Click View Change Log to track changes to the record over time.