Create a case |
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Create a case |
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Create a case |
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Create a case |
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Usage:
Case Entry – Using streamlined processes and intuitive interfaces, entering cases has never been easier or faster.
Before you start creating cases be sure to address all necessary settings and create any data you may need to fill in when a case is created. Refer to set up data for creating cases for more information.
Navigation:
There are several ways to open the New Case form. The steps to create the case are the same, the only difference is the path you take to the case entry form.
You can: 1.Click on ➢ New Case icon in Main menu,
New Case option on Main menu ➢ or on New Case in the File menu,
New Case option in File menu ➢ or simply click CTRL+F1. 2.Select the customer for which you want to add a new case.
Select Customer form |
Or 1.Open the Customer form. 2.Select the customer for which you want to add a new case. 3.Select the 4. Cases tab on the Customer form. 4.Click on the
Customer form with Cases tab opened
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The New Case form has several fields populated by default with data entered previously in different screens of the application. (For instance, Doctor Name, Production and Invoicing Labs, and Dates such as Ship date and Due date)
Click the 
button to close the form create the case.
How to add data like Products or Enclosures, Materials or how to Remake, add Discounts or Invoice, as well as all other operations that can be done using cases is detailed in different topics. Navigate back to the Cases topic and select the operation you want to perform for more information.
Clicking on 
will save and close the current New Case form, then open another New Case form in order to create another case.
Newly created cases are assigned a case number and receive the default status as defined in File > Global Settings > Global > Case Options. All cases will be displayed on the Cases form in the grid.
See also:
