Difference between revisions of "Create Case"
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=== '''Search by Customer'''=== | === '''Search by Customer'''=== | ||
| − | Search the Customers Company or Contact Name | + | Search for the Customers Company or Contact Name in the search bar. |
==='''Search by Order No''' === | ==='''Search by Order No''' === | ||
| − | Search by Order | + | Search by the Order Numberm, if you do not know (or cannot find) the customer on the system. |
| − | == '''Case Title / Subject''' == | + | === '''Case Title / Subject''' === |
A very brief overview of the Case/NCR used for emails/etc. | A very brief overview of the Case/NCR used for emails/etc. | ||
| Line 17: | Line 17: | ||
=== '''Send Customer Initial Case Report''' === | === '''Send Customer Initial Case Report''' === | ||
| − | Set this to green to send the customer the case report once you have created it. | + | Set this to green to send the customer the case report VIA email once you have created it. |
Revision as of 15:22, 20 September 2021
For Manufacturing systems, this will be referred to as "Create NCR".
Contents
Search by Customer
Search for the Customers Company or Contact Name in the search bar.
Search by Order No
Search by the Order Numberm, if you do not know (or cannot find) the customer on the system.
Case Title / Subject
A very brief overview of the Case/NCR used for emails/etc.
Details of Issue
A brief (or detailed if you prefer) overview of the Case/NCR being created.
Priority
Set the priority of the Case/NCR here.
Send Customer Initial Case Report
Set this to green to send the customer the case report VIA email once you have created it.
