What are the various sources of cases?

What are the various sources of cases?

The various sources of cases are the different means through which a customer contacts a company.
Cases are generally generated through telephone calls, website portal visits and e-mails. In general, case trouble tickets are used to capture customer feedback on various types of issues that arise after purchasing a product or service from your company.

Here are the different ways to add cases:
  • Customer phone call: Add a case manually, based on the telephonic conversations that you've had with customers.
  • E-mail message: Add a case manually, using the Outlook Plug-in when a customer sends an e-mail to your Outlook mail client.
  • Website portal: Capture the cases from your website using the Web–to–Case form.
    • Related Articles

    • Working with Cases

      In the world of Internet, online Customer Support has become an integral part of the organizations' business process. Customer Support is an important activity in all types of product and service industries. In general, case trouble tickets are used ...
    • Can I automatically copy the field customizations in various modules?

      No. You cannot automatically copy the field customizations in various other modules within your account. You need to manually copy the customizations for similar fields in other modules. Exception: While creating fields for Leads, you have the option ...
    • What are the various features available to manage my Contacts?

      The various contact tools are: Import My Contacts: You can import contacts from external file in xls, csv or vcf formats and with size not to exceed 5 MB. You can import the XLS, VCF, or CSV format files up to 1500 records. Beyond 1500 records, you ...
    • Is it possible to send replies to customer queries from the Cases module?

      No, you cannot send replies to customer queries from the Cases module by default. However, you can create a custom email field for the Cases module and create a custom button to trigger the email. Here's how you can create a Custom button in the ...
    • Use Cases for Validation Rules Using Functions

      Make detailed description mandatory if specific terms are entered in the field Zylker Tech manufactures electronic assemblies and similar other products. Their manufactured items are outsourced for quality check to a third-party service provider. The ...