Introduction to Cases

Select the Cases icon from the Buddy Bar in BuddyCRM.

cases menu item shown in Buddy bar of BuddyCRM

Your summary of cases will appear under six categories.

Screen Shot 2013-09-13 at 10.18.44

The six categories as seen above are:

  1. List Open assigned to me – this includes any cases that have not been dealt with but have been assigned to you
  2. Longest Open – the cases that have been open the longest and have not been resolved
  3. Cases CC to me – any cases that someone else thought you should be aware of, even if you do not have complete responsibility for resolving the cases
  4. List Open for records I am able to view – A list of any open cases for records that you have access rights to
  5. Case for records belonging to me – any existing cases for your records, whether created by you or not
  6. List recently viewed – any cases that you have recently accessed