How do I create Case Source in Cases App?

Updated on December 14, 2017 05:56pm by Admin

Case Source is an attribute that is assigned to each case. You can customize this list based on where the cases are acquired from.This helps  you understand the case channels that are the most effective.

Steps to create Case Source in Cases App

  1. Log in and access Cases App from universal navigation menu bar.
  2. Click on “More(...)” icon and select “Settings” from the app header bar.
    cases settings
  3. Select “Case Source” under “Cases” drop down located in the left navigation panel.
    select case source
  4. Now, the Case Source page will be displayed as shown:
    click on create
  5. Click on “Create” button.
  6. The Create Case Source popup will be displayed.
    create case source
  7. Enter the Case Source Name and click on “Create” button.
  8. Now, the Case Source will be successfully created. You can edit it, using the “Edit” icon.
  9. You can also disable it, whenever needed.
    edit disable case source
  10. Thus a Case Source is successfully created.

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