Manage Types: Difference between revisions
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===In This Section=== | |||
In this section you will be able to create a case type, or edit/delete case types already there. | In this section you will be able to create a case type, or edit/delete case types already there. | ||
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From here you can see the type details and where they are used. | From here you can see the type details and where they are used. | ||
== Create Type (includes Editing) == | === Create Type (includes Editing) === | ||
'''Case Type'''<br /> | '''Case Type'''<br /> | ||
Enter a brief type name.<br /> | Enter a brief type name.<br /> | ||
'''Use for Cases'''<br /> | '''Use for Cases'''<br /> | ||
Set to "Green" to use it for cases.<br /> | Set to "Green" to use it for cases.<br /> | ||
'''Use for Case Events'''<br /> | '''Use for Case Events'''<br /> | ||
Set to "Green" to use it for case events.<br /> | Set to "Green" to use it for case events.<br /> | ||
'''Default when Creating a Quick Case'''<br /> | '''Default when Creating a Quick Case'''<br /> | ||
Set to "Green" to use as the default when creating cases.<br /> | Set to "Green" to use as the default when creating cases.<br /> | ||
'''Action''' <br /> | '''Action''' <br /> | ||
This is where the [[File:E.PNG|Blue Edit Button|Blue Edit Button]] and the [[File:Delete-.PNG|Red Delete Button|Red Delete Button]] are to edit/delete. | This is where the [[File:E.PNG|Blue Edit Button|Blue Edit Button]] and the [[File:Delete-.PNG|Red Delete Button|Red Delete Button]] are to edit/delete. | ||
== Delete Type == | === Delete Type === | ||
This will delete the case type. | This will delete the case type. | ||
Revision as of 09:40, 7 October 2021
In This Section
In this section you will be able to create a case type, or edit/delete case types already there.
List Types
From here you can see the type details and where they are used.
Create Type (includes Editing)
Case Type
Enter a brief type name.
Use for Cases
Set to "Green" to use it for cases.
Use for Case Events
Set to "Green" to use it for case events.
Default when Creating a Quick Case
Set to "Green" to use as the default when creating cases.
Action
This is where the 
and the 
are to edit/delete.
Delete Type
This will delete the case type.