Creating Cases

In Snapforce CRM, you can create cases by:

  • Entering data in the case details form: You can manually fill in the Case details gathered from various external sources.
  • Importing cases from external source: You can gather data through various sources and/or export it into a CSV spreadsheet from your current or old legacy system, once in a spreadsheet you can then import the file into Snapforce CRM.
  • Capturing cases from website: You can create web forms and allow website visitors to submit their case details or questions directly through forms. This data your customers/visitors submit on your website will be captured directly into the Cases module.

Note

  • Some of the standard fields may not be visible or editable depending on your organization's business process.
  • In case you want to add or modify fields, please contact your System Administrator for more details on the usage of other fields.