-used to record interactions with Customers when they ask for help or advice: ie. Sales or Support
-A Case can be created, updated when a User is working on it, assigned to a colleague and closed when resolved
-At each stage of the Case the User can track and update the incoming and outgoing conversation thread so a clear record
of what has occurred is registered in the CRM.
-Cases can be related to individual records such as Accounts, Contacts and Bugs.
| Label/Field Name | Required | Type | Notes | |
|---|---|---|---|---|
| 1 | ID | Yes | ID | |
| 2 | Subject | Yes | Name | |
| 3 | DateCreated | Date/Time | ||
| 4 | DateModified | Date/Time | ||
| 5 | Modified By Name | Relationship - Users | ||
| 6 | Created By | Relationship - Users | ||
| 7 | Descriptioin | TextArea | ||
| 8 | Assigned To | Relationship - Users | ||
| 9 | Number | Yes | Integer | |
| 10 | Type | Drop Down List | ||
| 11 | Status | Dynamic Drop Down List | ||
| 12 | Priority | Drop Down List | ||
| 13 | Resolution | TextArea | ||
| 14 | Account Name | Yes | Relationship - Accounts | |
| 15 | Update Text | TextArea | ||
| 16 | Internal Update | CheckBox | ||
| 17 | State | Drop Down List | ||
| 18 | Case Updates Threaded | function |