Creating a new case

To raise a customer service issue:

1. Open a Person record.
2. Click their company.
3. Click the Cases tab, and click New Case.
   Alternatively, in the top right corner of the product window, click New | New Case.
4. Add as much information as you know at this stage to the case fields. For more information, see Case fields.
5. Click Save. Your case has successfully been created.
6. Click Continue. The case is displayed in the list of cases on the Cases tab.