Difference between revisions of "Create Case"
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| − | For Manufacturing systems, this will be referred to as "Create NCR". | + | '''For Manufacturing systems, this will be referred to as "Create NCR".''' |
| − | == '''Search by Customer'''== | + | === '''Search by Customer'''=== |
Search the Customers Company or Contact Name here. | Search the Customers Company or Contact Name here. | ||
| − | =='''Search by Order No''' == | + | ==='''Search by Order No''' === |
Search by Order Number if you do not know (or cannot find) the customer. | Search by Order Number if you do not know (or cannot find) the customer. | ||
| Line 10: | Line 10: | ||
A very brief overview of the Case/NCR used for emails/etc. | A very brief overview of the Case/NCR used for emails/etc. | ||
| − | == '''Details of Issue''' == | + | === '''Details of Issue''' === |
A brief (or detailed if you prefer) overview of the Case/NCR being created. | A brief (or detailed if you prefer) overview of the Case/NCR being created. | ||
| − | == '''Priority''' == | + | === '''Priority''' === |
Set the priority of the Case/NCR here. | Set the priority of the Case/NCR here. | ||
| − | == '''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 once you have created it. | ||
Revision as of 15:43, 15 September 2021
For Manufacturing systems, this will be referred to as "Create NCR".
Contents
Search by Customer
Search the Customers Company or Contact Name here.
Search by Order No
Search by Order Number if you do not know (or cannot find) the customer.
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 once you have created it.
