Creating New Cases

To create a new case record, follow these steps:

1. Tap Cases on the tab bar. If the Cases tab is not visible, tap.
2. Tap + to create a new case record. Note that the Case Number will be automatically created once the case record has been saved. It displays at the top of the record once the data has been synchronized with SalesNOW on the Web.
3. Enter the case's information. (Note: the case subject is a mandatory field).
4. To associate the case to a specific contact, tap the Contact field and either:
   1. Select an existing contact by tapping the contact name to which you would like to associate. (Note: if the contact is associated with a company, that company will automatically be associated to the case as well.)
   2. Add a new contact by tapping the +and entering the contact information and then tapping Save
5. Enter any custom information related to the case. (Note: the custom fields will not appear if there are no custom fields that have been added on the case document by your SalesNOW Administrator. Once the custom information has been added, the custom information will appear within the custom sub-tab.)
6. Once you have completed entering all of the data into the case record, tap Save to save this new case record.

Note: If you do not see the Cases tab within SalesNOW, ask your SalesNOW Administrator to turn on the cases module within your SalesNOW environment. See Turning Tabs On/Off.

See Also:

Creating New Records

Viewing and Editing Records

Deleting Records

Restoring Deleted Records

Managing Records