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Open a case from a contract

What this is for

Log service work that belongs to this agreement, so the ticket is already tied to the contract.

Concepts

Services on the contract toolbar opens Contract Cases. Plus is Add Case and lands on New Case with the contract filled in.

That is the same Open a case form (Contact, Subject, Description, Assigned To, Category, Priority). Starting here saves you picking Contract by hand.

The list is only cases for this contract. Company-wide work stays under Cases / See service work.

Before you start

  • The contract is not Draft.
  • The customer has a contact.

Steps

  1. Open the contract. Click Services.
  2. Click the plus (Add Case).
  3. Complete New Case (contact, subject, description, owner, category, priority).
  4. Click Save.

What happens next

Update a case, Add a task, or Create a work order as usual.

If something looks wrong

  • Services is missing. Activate the contract first.
  • The case is missing from this list. It was opened from Cases without this Contract. Edit the case or open a new one from here.