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Creating and Editing Cases

To create a new Case, Simply click on the Cases Icon from the Buddy Bar.

You will then be directed to the Cases main page. You will be able to see an open Cases which have been assigned to yourself as default. To add a new Case, Click on the Plus Icon at the right hand side of the page.

Here you will see a blank Cases page to complete, Complete the mandatory fields and any others the business requires. You can Assign to another colleague, CC a colleague who needs to be made aware of the Case and Link Products.  Once complete simply click Save at the top right hand corner.

 

The Case will then show in the Cases Module. To Edit a Case, Select the Case ID this will then open the Case. You will be able to see who has Created the Case at the top of the page and at the bottom of the page who has edited the Case. On the top right hand side of the screen you will see an Edit option, simply click on this and amend any details you require. Then click Save.

To Close a Case, Simply change the status to Closed.

If you require any further assistance, please do not hesitate the BuddyCRM Support team. Details on how to do so are in our ‘Still Need Assistance’ area.

Updated on August 2, 2019

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