Create a Case From General Navigation

 

The fastest way to create a case is from general navigation.  This guide will show you how.

1. From the dashboard choose "Create a Case"
2. Search for the caller / consumer OR create a case with a new consumer. Best practice is to first search for the caller or consumer.  If you are not able to find them, click "Create case with a new consumer." Clicking this button after you search will pre-populate the case with the search information that you entered.
3. Fill out caller and consumer information and then choose "Save & Continue".