Create a Case
- Tin Hoang: Insurance-VN
Introduction
Create a case to start your work
Prerequisites
Your case type must be configured before creating a case.
You will need Create Case permission
Create Case
Click on Create button on Cases List or from the Cases Tab of the related object (accounts, claims, etc)
Create Case popup
Field Name | Description | Comments |
|---|---|---|
Case Type | List of configured case types on Seamless | Refer to Case Management Configuration for configuration guide |
Workflow | The workflow used to support the selected case type. Auto populated when case type is selected |
|
Case Title | Case Title |
|
Business record | Related entity records:
| The business record that this case is directly related to |
Related Records | Related Entity Records:
| The records that this case might affect or in relation to |
Description | Case description |
|
Due Date | Expected due date |
|
Queue | The queue that will handle this case | Refer to Queue for configuration guide |
Priority | Case Priority:
|
|
Assignee | The team member who will take care this case. List of member is configured in Queue Configuration |
|
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