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Introduction

This function allows you to create a new case quickly in almost every screen of Seamless.

You can access to this function by clicking at the Case button in the right bottom bar.

Field

Description

Organization

Mandatory. The organization which the case is created for. Your organization is the default value.

Case Title

Mandatory. Title of the case.

Workflow 

Mandatory. Assign workflow to the case.

Case Type

Mandatory. Currently, there are 2 case types: Generic and FNOL.

Related Records

Mandatory. The entity which the case is created for:

  • Account

  • Contact

  • Lead

  • Sales

  • Case

  • Call log

  • Claim

Description

The case’s detail description.

Due Date

Case’s due date.

Queue 

Mandatory. Select the queue which will handle the case.

Priority 

Priorities:

  • Low

  • Normal (Default value)

  • High

  • Critical

Assigned To

Assignee who will handle the case.

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