Setting Up Case Management
To set up and handle support cases, you should first create case types and case origin types to organize your cases. Then you can decide which items and issues you want to offer support for.
Next, set up case rules and territories to automatically assign cases to support reps. Then you can complete the rest of the Setting Up Support Checklist.
Related Topics
- Creating Case Profiles
- Assignment Rules & Territories
- Setting Case Escalation Rules and Assignments
- Using Email Case Capture
- Online Case Forms
- Help Desk
- Customizing Case Forms
- Customizing Support Notification Email
- Setting Up Customer Support in NetSuite OneWorld
- Support Glossary
- Working With Cases
- Issue Management
- Knowledge Base
- Monitoring Support Performance
- Support Management