Create a Case

Instructions on how to create a case:

DETAILS

Case Name

Auto-generated Case Number
(click on the TOGGLE to customize it the way you would like it generated)


STATUS

Drop-down of YOUR Statuses
(click on the TOGGLE to create your own statuses)


CLIENT

Drop-down of YOUR Clients
(click on the TOGGLE to add your clients)


CASE DESCRIPTION

Text box to add details on this case.