Submitting a New Case


 
  1. To Submit a new case, click New Case in the Issue Tracker menu.



  2. Fill in the fields that pertain to the case.
  3. 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.
  4. Issues can be assigned to certain users and can be sent an email notification of the new issue creation.



  5. 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.



  6. After selecting a file, click "Upload" to upload the file to the database.



  7. Click "Close" to close the smaller window.



  8. Click "Save & Submit" when finished to submit the new case.

 
 


 Send us your feedback Copyright© OfficeClip LLC 2000-2005, All Rights Reserved 

 OfficeClip provides a suite of web-based enterprise software such as Business Contact Manager, Issue and Bug Tracker, Time and Expense Reporting, Group Calendar, Document Sharing, Office Portal and other applications.