Table of Contents
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Introduction
You can add cases after the call to keep track of what you need to follow up with customers later.
Prerequisites
You need to have permission to view/create/edit/delete Cases.
To view notes for a call, you need to have permission to view the own call logs/view call logs.
Add cases to a call
On Call Log list, click Create case button on the call log you want to add a case:
Or on Call Log details, click Create case button:
Or on Case List (go to menu WORKFLOWS → Case Management), click Create button. The Create New Case popup will be displayed.
Select Call Log entity, enter Call log id and provide other required information:
Click Save when you complete.
View cases for a call
To see all cases captured for a call, please go to Call Log details, then click tab Tasks.
Edit an existing case of a call
On Call Log Tasks List, click Edit button on the case you want to update:
The Create New Case popup will be displayed:
Select Call Log entity, enter Call log id and provide other required information. Click Save when you complete.
Delete an existing case of a call
On Call Log Tasks List, click Delete button on the case you want to delete:
Click Yes on Confirmation popup to delete the case:
