Alexa Best Small and Medium Business CRM Software - ConvergeHub

New Cases

New case can be added by clicking on convergehub link in the left panel or clicking on convergehub button in the upper right corner of the cases listing page. You can add detailed description about the problem faced by your customer through the different fields and even attach a supporting file related to the case.
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  • The Subject field is mandatory. Put a name for your case or else, you will not be able to add it.
  • Select the customer related to the case.
  • Select the category of the case from the drop down menu.
  • Select the priority of the case from the drop down menu.
  • Put the name of the contact person in the Contact Name field.
  • Select the medium from where the case has been generated.
  • The Case automatically gets assigned to the person who creates it. To change this, click on the text box and type. An auto-suggestion list of users will appear from which you can select names by ticking the check boxes. One Case can be assigned to multiple users.
  • Add a description in relation to the case.
  • Attach files in support of the case.
  • Click on Save to create the Case or else click on Cancel.
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