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Create Case

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

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:

  • Account

  • Contact

  • Lead

  • Sales

  • Case

  • Call log

  • Claim

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:

  • Low

  • Normal (Default value)

  • High

  • Critical

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.

 

If you would like to request an article, drop us a mail at seamless.support@seamless.insure

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