Working with Cases
Users with permission to View, Edit, and Delete the Cases Tab can access the Cases module.
Typical Case Management Process
- Customize the fields in the Case page according to your organization's Customer Support process (You may use the existing fields, disable some of the fields, or add new custom fields).
- Set up the case generation process by completing the Case form, importing the case data from external sources, or capturing cases directly from your Website using Web-to-Case form.
- Assign cases to the correct users using the workflow rules.
- Follow-up on cases until resolutions are sent to the customers.
- Once the resolution is working fine, add the solution to the publicly accessible Solutions module for future reference.
In Zoho CRM, cases can be generated through a phone call, email, or from the website. You can also generate cases from customer specific e-mails in Microsoft Outlook using the Zoho CRM Plug-in for MS Outlook. See Also Plug-in for Microsoft Outlook
Standard fields in the Cases module
| Field Name | Description | Data type | Maximum Limit |
| Case Number | Display the case ID after creating a case. | Number | 16 digit |
| Product Name | Select the product name related to the case. | Lookup | - |
| Case Owner | Select the name of the user to whom the case is assigned. | Lookup | - |
| Subject* | Specify the title of the Case. This field is mandatory. | Text box | Alphanumeric(255) |
| Priority | Select the priority of the Case from the drop-down list. | Pick list | - |
| Status* | Select the status of the Case from the drop-down list. | Pick list | - |
| Reported By | Displays the name of the contact. | - | - |
| Related To | Select the name of the contact who submitted the Case. | Lookup | - |
| Type | Select the type of problem. It can be a general question, feature request, or real issue in your product/service. | Pick list | - |
| Case Origin* | Select the source from which the case has been generated. You can select Email, Phone, or Website. If you select Email, you must specify the Email ID of the customer. | Pick list | - |
| Email | Specify the Email ID of the contact. | Email | Alphanumeric and Special characters |
| Account Name | Select the account related to the case | Lookup | |
| Potential Name | Select the Potential related to the case | Lookup | |
| Phone | Specify the phone number of the customer | Text box | Alphanumeric(50) |
| Case Reason | Specify the reason for the case | Pick list | - |
| Description | Specify complete details about the case. | Text Area | 32000 characters |
| Internal Comments | Specify follow-up notes about case. | Text Area | 3000 characters |
| Solution | Specify the solution provided | Text Area | 32000 characters |
| Add Comment | specify the follow-up notes about the solution | Text Area | 32000 characters |
Creating 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.
- 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.
Creating Cases Individually
You can create cases individually by using the following:
- Filling in the details in the case creation form.
- Cloning the case with a few changes in the existing record.
- By default, the person who creates the case owns it.
- To change owner, click the Change link in the Case Owner field from the Case Details page and select another user.
- In the Cases module, click the Add (+) icon .
- In the Create Case page, enter the case details.
- Click Save.
- Click the Cases tab, click a particular case that you want to be cloned.
- In the Case Details page, click Clone .
- In the Clone Case page, modify the required case details.
- Click Save.
Associate Case with Other Records
- Open Activities: To add tasks and events
- Closed Activities : To display all the closed tasks and events
- Attachments : To attach documents
- Notes : To add notes
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