Table of Contents

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.

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.

To see all cases captured for a call, please go to Call Log details, then click tab Tasks.

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.

On Call Log Tasks List, click Delete button on the case you want to delete:

Click Yes on Confirmation popup to delete the case: