How to create a Case

STEP 1 - Customer Details

Customer - Type in the customer name here and select the correct name from the drop-down menu that will appear.
Search by Order Number - If you know the order number then type it in here.
Contact - You will be able to assign a contact once the Case has been created.
Email Customer a Report on every Update (Doesn't apply if the Case is private) - Slide the slider to Green if you would like the customer to have a copy of the report through email.
Send Customer Initial Case Report - Slide the slider to Green if you would like to send the initial case report to the customer.
Private - Slide the slider to Green to make it that the customer is not e-mailed when creating or updating the Case.
Assigned To - Use this drop-down menu to select the staff member that the Case is to be assigned to.
Department - Use this drop-down menu to select the Department that the Case is to be assigned to.

STEP 2 - Case Details

Title - Give the case a title.
Initial Description (Part A) - This is where you can type the initial description of the problem we suggest trying to make it as detailed as you possibly can.
Priority - This is where you select the priority level to which you feel is appropriate.
Type - This is what category you need to put it under (I.E. part finder/accounts/point of sale).
Status - This is the status of the case. showing if it is active in progress etc select the correct tab for this case.