4.4.1.6 Adding Transactions

You can add transactions to the selected case.

Note:

  • You should be assignee for the case to take action.
  • You cannot take action when status of the case is closed.
  • To use the search bar options, see the Using Interactive Reports section.

To add transactions, follow these steps:

  1. Click Actions menu and select Transactions. The Transactions pane is displayed.
  2. Select the required transaction check box(es) and click Add Transactions. The selected transaction is added to the case.