Creating New Cases

To create a new case record, follow these steps:

1. In the main tab menu or from anywhere within the application, click the Cases tab

2. Click on New Case at the top right of the case list

3. Enter the case's information. Press the TAB key to move to the next field or click the mouse in the field that you would like to complete

4. To associate the case to a specific contact,

1. Select an existing contact by clicking the magnifying glass next to the contact field and clicking on 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 clicking the green plus sign and entering the contact information and clicking save and close

5. To associate the case to a specific company,

1. Select an existing company by clicking the magnifying glass and clicking on the company name to which you would like to associate

2. Add a new company by clicking the green plus sign and entering the company information and clicking save and close

6. Enter any custom information related to the case. (Note: the custom bar will not appear if there are no custom fields that have been added on the case document by your SalesNOW Administrator.)

   1. Click Save & Close to save this case and display this case record, or

   2. Click Save & New to save this case and start entering a new case record, or

   3. Click Cancel to not save this case and return to the cases list. 

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