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