Create Case

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Revision as of 10:45, 15 September 2021 by Sbenney (talk | contribs) (bold text added)
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For Manufacturing systems, this will be referred to as "Create NCR".

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.