Cases

All existing cases that correspond to the selected Customer are displayed on this form.  

Available options:        

•New Case

•Edit Case

•Invoice Case

•Invoice for Try-in

•Delete Case

•Duplicate Case

•New Estimate

•Convert Estimate

•Accept Web case

•Remake case

•Set Case as Remake

•Credit Case

•Add New Call

•Add new Alerts

•Add Attachments

•Un-Invoice Case

•Reschedule Case

•Track shipment

•Reports

•Unlock Case

•Print

➢Workorder

➢Invoice

➢Case Label

➢Local Shipping Label

➢Carrier Shipping Label

Cases form

•Bottom section with several information related to the selected case such as:

•Audit Trail

•Call Notes

•Products

•Enclosures

•Tasks

•Tasks History

•Case Notes

•Attachments

•Payment and Credits

•Taxes