SugarCRM For Dummies by Karen S. Fredricks

Author:Karen S. Fredricks
Language: eng
Format: epub
Publisher: For Dummies

6. Scroll to the Activities subpanel.

You can perform a variety of case-related tricks from the Activities subpanel.

• Task: Here’s where you can hand the next step of the case to one of your unsuspecting colleagues.

• Meeting: If the case requires some major fine-tuning on the part of the customer, you might want to schedule a face-to-face meeting with him to discuss it.

• Call: Schedule a follow-up phone call for either yourself or one of your co-workers.

• E-mail: This really sweet option automatically opens an e-mail pre-filled with the case record’s number and subject in the subject line so that you can keep Ms. Customer informed via e-mail.

7. Scroll to the History subpanel.

Need to fill in a few more tidbits of info? Here’s the place!

8. Scroll to the Bugs subpanel.

Chapter 11 tells you about the crawly critters and insects that infect software; here’s where you can associate a bug with your Cases record.

Figure 10-4: The subpanels of a Case page.

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