RapidStart CRM – Cases

A feature of RapidStart CRM is the ability to create and track Cases for support, warranty, or any other Customer Issues.

Cases List View

The List View of Active Cases will open, which looks similar to a spreadsheet.

(1) To get to Cases, in the Sidebar, click on “Cases”.
(2) There are a few different view filters available with RapidStart CRM, and you can select between them. In addition, you can set one as your default.
(3) The Ribbon contains various Actions that you can take with regard to Cases from the list view, like adding new ones, for example. If you select one or more Cases by placing a checkmark in the first column, the available Actions will change to those to be performed on the selected Cases.
(4) To open a particular Case record, you can click on the Case name.

Create a Case from an Account or Contact Record

You can see and add new Cases from an Account or Contact Record.

(1) From either an Active Contact or Account record, select the Cases Tab to display the list view of related Cases.
(2) The Cases list shows the Cases that are related to either the Contact or if looking at this view from an Account Record, shows all Cases related to all Contacts with that Account. To open a particular Case record, you can click on the Case Name.
(3) To add a new Case, you can click + New Case from here or with the Quick Steps Button on the Summary tab (fastest).

Creating a New Case with Quick Steps Button

Create new Cases from either an Account or Contact record using the Quick Step right from the Summary tab.

(1) To create a new Case, click on the Add Case Quick Step button.

New Case Rapid Create Form

Throughout RapidStart CRM, we have focused on simplicity and speed. When you click on the New Case Quick Step button, it slides in the Rapid Create form.

(1) Enter at least a Name for the case and other optional information.
(2) Some items are auto-populated based on what record you were on. You only need to provide the minimal additional data.
(3) When complete, you can “Save and Close” the record, which will then immediately appear in the list. You can also select “Save and Create New” to create multiple Cases for this record at once.

Case Record Form

The Case form is our simplest form.

(1) In the Ribbon, you will see actions you can take on this record, like assigning it to someone else or closing it, for example.
(2) The Case record includes a Case Resolution Process Flow to guide your users through the steps of advancing this Case to a successful close. Check out the Process Flows Topic.
(3) Most records in RapidStart CRM have “Tabs” to move between other parts of the particular form. On the Case form, there is only one tab, Summary.
(4) In addition to Company and Contact information, in the center, there is also a Case Summary panel for tracking the progress of a Case.
(5) Unique to RapidStart CRM is our “Hashtags” feature for “free-form” record tagging. Check out the Hashtags Topic.
(6) Unlike the other records where the Timeline History is in a Tab of its own, on Cases, we placed it right on the Summary tab.