The main work on a case consists of tracking events. Any user with the appropriate access level can add an event to a case. You can create an event either from the Feed tab in the case or from the Company feed view, using the + button at the bottom of the screen.
Note: Events can also be added via the Timer to be covered in the next article.
Creating an Event from the Case Feed
- From the main navigation menu click on CASES.
- Open the case by clicking on the case name.
- Go to the FEED tab in the panel menu above.
- Click the + button in the right-hand bottom corner of the page and select Create event.
- In the New event window, complete the required fields Case name and Event name.6.
- If required, complete additional fields: add the description and indicate the time spent.by clicking on suggested time buttons, custom time button or by starting a timer.
- To save the event, click ADD. Once saved the event will be listed on the FEED tab.
Note:Date and time will be filled in automatically, but you can change them manually as needed.
Editing or Deleting an Event
- From the Main Menu click on CASES.
- Open the case by clicking on the case name.
- Locate the event in the case FEED tab in the panel menu above.
- Click on the event to open Event window.
- Make necessary changes and click SAVE.
- To delete an Event click '•••' at the top right of the Event window and select Delete.
- Confirm the deletion by clicking YES, DELETE or cancel the action.