Logging Cases for Phone Calls

To see the Recent Cases list on the right side of the CRM screen, you might need to zoom out in the browser. To zoom out, click Ctrl and the minus sign (-) a few times.

To see the New Case “+” button, you might need to select three dot menu that is located in the same place as the “+” button was in legacy CRM.

To log a new case:

• Select + New Case.

The Quick Create: Case pane is displayed on the right-hand side of the screen.

• To view a list of options for each field, such as College/Company, select the corresponding magnifying glass.

• In the Other Details field, enter a description.

All cases must have a description.

Tip: If you don’t see the option you are looking for in the drop-down list, select Advanced to see the full list.

To add a note to a case:

• In the middle column, select Enter a note.

• In the Timeline dialogue box, enter the note in the text field.

Note: You can enter a Title separately from the body of the note, but the title does not display in bold in the note.

• To mark some of the note text in bold, select the ellipses to display the formatting options.