¶ Add a Case
Rights to create (or view) cases are set in the linked case system.
A case can be added by selecting Case from the blue creation dropdown menu.
¶ Creation screen
Description
This will be the description (or Subject) of the case.
This field is mandatory
Notes
In this field is is possible to add extra notes to the case that appear as Notes with the case.
This note will also appear as Contact History under the case in JKC.
Type
At “Type” you can choose Customer or Organization. The available data will then be displayed.
If you searched for a person or organization during your contact with the customer, JKC then automatically selects the correct type. The known information like name and address are then already prefilled.
Find from
Find from displays Related if JKC needs to fill the case with the related person or organization (searched during the session). Other options are:
- Search
- Register new
- Manual entry
If you choose Search, you will get a search screen where you can enter the name of a person
enter. If you choose Register new, you can add a person yourself. Manual entry doesn’t add any person but makes a possible to manually fill in the name of the customer.
Case Type
Clicking in the Search case type field (or clicking on Search case type) opens the Search Case Type screen. In this screen the relevant Casetype can be searched.
Role
After selecting the case type, the relevant role can be selected in this dropdown menu.
If the role is set in the case system, this field will be automatically filled.
Relations
All the searches during the session are displayed here, they are automatically checked, but you can uncheck them manually.
Open in source after registration
The case will automatically open after registration in the case system if this option is checked.