Service Creatio, enterprise edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

How to create a case

In Creatio a case can be created in the following ways:

  • Customers can register on your self-service portal on their own. Read more >>> 

  • The system can automatically create a new case upon receiving an email sent to the specified support email address. Read more >>> 

  • By a support service employee from the communication panel based on an incoming call. Read more >>> 

  • By a support service employee from the [Cases] section record list. Read more >>> 

  • By a support service employee from the [Cases] section record list. Read more >>> 

In the first two instances, a new case will appear in the [Cases] and [Agent desktop] 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

Registering or binding a case from an incoming call

How to create incidents from incoming emails automatically

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