Open topic with navigation

Get link | About Sage CRM editions

Creating a new case

To raise a customer service issue:

1. Open a Person record.
2. Click their company.
3. Click the Cases tab, and click New. Alternatively, you can right-click or hover over the New menu button and click Case to log a new case.
4. Add as much information as you know at this stage to the case fields.
5. Click Save. Your case has successfully been created.
6. Click Continue. The case is displayed in the list of cases on the Cases tab.

Sage CRM user assistance PDFs  Sage CRM guides	Product information Version 7.3 Copyright © 2014
Sage CRM videos  Sage CRM tutorial videos  More videos	Company information Sage CRM 3096 Lake Drive Citywest Business Park Citywest Dublin 24 +353 1 618 7803 http://sagecrm.com
Follow Us

Open topic with navigation