image754.gifGeneral

See also:  Information, Cases, New Case

General tab enables you to view the general information about the case.

image1683.gifCases allow for the detailed tracking and resolution of customer issues. A case represents a complete and formal record of a customer request and the activities of the service organization providing a solution to the customer request. It includes information about the contact and site, the product and the supporting contract, and the problem or inquiry.

 If a customer calls and needs work to be performed on-site, you can dispatch a field engineer by creating a field dispatch using image1430.gifDispatch Advisor.

Common Tasks:
Field Definitions