Create Tickets

Create Tickets


In CRM, you can create cases by:

  • Entering data in the case details form: You can manually fill in the Case details gathered from various external sources.
  • Importing cases from external source: You can gather data through various sources and import the CSV and XLS files into CRM.
  • Capturing cases from website: You can create web forms and allow website visitors to submit their case details or questions directly through forms. These details submitted in the website are captured directly into the Cases module.
  • Adding from Microsoft Outlook - You can add a customer-specific email message as a case from MS Outlook to the Cases module if you have the CRM Plug-in for MS Outlook.

Note

  • Some of the standard fields may not be visible or editable depending on your organization's business process.
  • In case you want to add or modify fields, please contact your System Administrator for more details on the usage of other fields.

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