 |
Submitting a New Case
|
|
|
|
-
To Submit a new case, click New Case in the Issue Tracker menu.
-
Fill in the fields that pertain to the case.
- Choose 'Contact' or 'Account'
from the "Regarding" dropdown box field. A new Account
List application creates an integration between Issue Tracker and the correlated account if
it is regarding an account.
- Issues can be assigned to certain users and can be sent an email notification of the
new issue creation.
-
To add an attachment to the case, click Edit Attachments. A new
window will appear. Click the "Browse" button to select a file from your hard
drive.
-
After selecting a file, click "Upload" to upload the file to the
database.
-
Click "Close" to close the smaller window.
-
Click "Save & Submit" when finished to submit the new case.
|
|
|
|
 |