Professional Documents
Culture Documents
Creating Cases - Online Help - Zoho CRM
Creating Cases - Online Help - Zoho CRM
Creating Cases
Create Cases
Create Cases
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 import the CSV and XLS files into Zoho CRM.
Capturing cases from website: You can create web forms and allow website visitors to submit their case details or questions directly through
forms. These details submitted in the website are captured directly into the Cases module.
Adding from M icrosoft Outlook - You can add a customer-specific email message as a case from MS Outlook to the Cases module if you have
the Zoho CRM Plug-in for MS Outlook.
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.
http://www.zoho.com/crm/help/cases/create-cases.html#Create_Cases 1/3
7/11/2014 Creating Cases | Online Help - Zoho CRM
Notes
To change owner, click the Change link in the Case Owner field from the Case Details page and select another user.
To create cases
2. In the Create Case page, enter the case details.(Refer to the Standard Fields)
3. Click Save.
To clone cases
1. Click the Cases tab, click a particular case that you want to be cloned.
3. In the Clone Case page, modify the required case details. (Refer to the Standard Fields)
4. Click Save.
You can create a 360-degree view of the Case to display all the associated details, such as potentials, cases, open activities, history of the completed
http://www.zoho.com/crm/help/cases/create-cases.html#Create_Cases 2/3
7/11/2014 Creating Cases | Online Help - Zoho CRM
In the Campaign Details page, you can associate the following records:
http://www.zoho.com/crm/help/cases/create-cases.html#Create_Cases 3/3