In Creatio a case can be created in the following ways:
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Customers can register on your self-service portal on their own. Read more >>>
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The system can automatically create a new case upon receiving an email sent to the specified support email address. Read more >>>
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By a contact-center employee from the communication panel based on an incoming call. Read more >>>
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By a contact-center employee from the [Cases] section record list. Read more >>>
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By a contact-center employee from the [Cases] section record list. Read more >>>
In the first two instances, a new case will appear in the [Cases] and [Home page] sections automatically. If a case cannot be created automatically, an employee can manually create a new case.
Contents
•How to register a case from the [Cases] section record list