Setting Up Case Management

To set up and handle support cases, you should first create case types and case origin types for organizing your cases. Then you can decide which items and issues you want to offer support for.

Next, you 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

General Notices