How to Create a Case


1. View the Entry's (Contact or Account) profile via the sidebar.


2. Scroll down to Cases



3. Click on the plus button.




4. Fill out the New Case form and click on the Save Changes button.




5. A confirmation message will appear.





How to Edit a Case


1. Click the dropdown menu beside Cases


2. Click the Case you wanted to Edit. 




3. On the Case Info section, click the Edit Changes button.



4. Fill out the information on the Edit Case form. After making changes, click the Save Changes button. 



5. A confirmation message will appear.





Another way to create a new case is from the Module list. To know more, please click this link.