Create New Subcase

If a customer comes up with an issue or a problem that can be fixed remotely via phone or email, without having the technician to visit the site, then you can create a subcase for the respective case.

See Also

Subcases – Listing Screen

Subcase Form

Close Subcase

Reopen Subcase

Subcase Activity

Previous Subcases

Steps:

  1. In the left pane expand Service, select Subcases and then on the toolbar, click New Subcase.

  2. In the New Subcase form and from the Status, Priority* and Category* dropdown lists, select desired status, priority level and category code respectively.

  3. In the Title* field, enter the title for the New Subcase.

  4. On the toolbar, click Save.