Navigation: Customer > 4. Cases
All existing cases that correspond to the selected Customer are displayed on this form.
Available options: •The Left and Right Arrows and the Page Counter •Edit selected Case - •Print - - will allow to print ➢Shipments Packing Slip •E-mail Invoice or Estimate for selected Case - •Create new Call for selected Case - •Create new Alert for selected Case - •Track Case - •Scan Documents for selected Case - •Capture Image - •Case Evaluation |
4. Cases form
•Three Query options: Filter cases based on Selection, Status or Lab •Grid displaying all cases based on the selected query •The bottom section includes several tabs of information related to the selected case such as: ➢Tools Loaned ➢Complaints ➢Tracking Info |
Available operation that includes Cases:
➢View a case ➢Edit a case ➢Create Credit case ➢Invoice for Try in ➢View Case in Customer Currency |
➢Apply Credit Memo ➢Add images and attachments to a case |
➢Add Discount to a cases products ➢Set shipping preferences for a case ➢Add notes and instructions to a case ➢Add Follow up calls to a case ➢Register Complaint ➢Post Payment
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