Create Case
Introduction
This function allows you to create a new support 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.
You will see a Case form to input all information for your support case.
Case Fields
Fields | 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. You must select an entity type which the case is created for:
After selecting an entity type, you then need to select a corresponding entity record for the case. |
Description | The case’s description. |
Due Date | Case’s due date. |
Queue | Mandatory. Select the queue which will handle the case. |
Priority | Priorities:
|
Assigned To | Assignee who will handle the case. It is disabled by default and only enabled after you have selected a Queue. The list will then show all members of the selected queue. |
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