About the Case Details Window (Detail View)
The Detail Window contains the following display fields, drop-down menus, and F2 Lookup
Special type of browse window that can be customized to contain frequently used or code-specific entries. Security options can control F2 lookups to ensure user input and allow standardization of data. fields, for viewing and managing details of the specified case.
■ Case Number: A unique string that identifies an individual case
■ Company: The name of the company associated with the specified case number
■ Contact: Contact information for the company associated with the specified case as a link you user can to navigate to the Contact record.
■ Template: Select the desired template for the specified case.
■ Category: User-defined Category to which this case is assigned. Category is an F2 Lookup Field and can be saved as part of a template
■ Type: User-defined Type for specified case. Type is an F2 Lookup Field and can be saved as part of a template
■ Origin: User-defined Origin of specified case. Origin is an F2 Lookup Field and can be saved as part of a template
■ Priority: User-defined Priority assigned to the specified case. Priority is an F2 Lookup Field and can be saved as part of a template
■ Offering(s): User-defined product or service for the specified case. Offering(s) is an F2 Lookup Field and can be saved as part of a template Product / Service in the Save as Template dialog box.
■ Subject: A basic subject that summarizes the service issue and can be saved as part of a template
■ Description: A detailed description of the service issue
■ Status: The current status of the specified case. Can be Open, Assigned, Reassigned, Resolved, or Abandoned
■ Owner: The user to whom this case is assigned
■ Submitted: The date and time when this case was created, expressed in the MM/DD/YYYY HH:MM format. MM/DD/YYYY is the month, day, and year when the case was created, and HH:MM is the hour and minute, when the case was created
■ Deadline: The date when this case is scheduled to be resolved, expressed in the MM/DD/YYYY format, where MM is the month, DD is the day, and YYYY is the year. The default value for this function is set in the Case Manager Preferences dialog (see Case Manager Preferences).
