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.