Cases exist within a project.

• To enable cases to be created, you must turn on cases for the project(s) you want cases to be created within.

Steps

1. Access the Project Preferences page of each project you want to enable cases on.

2. You arrive on the Project Preferences page

   Open

   

    

3. Tick the Enable Cases checkbox

4. Once you tick this box, the Select who can create cases box appears

   Open

   

    

5. Use this box to enter the names of Project Reporters of the project whom you want to permit to create cases. (By default, Project Managers automatically have permission to create cases)
   
   

6. Once you enable the Cases, the option for the “Automatically launch the Create Case page when a contact is created” tickbox gets enabled and you can choose to enable or disable it.

   If you enable it, every time a contact has been created a Create Case page will be launched.
   
   

7. Scroll to the bottom of the page and press Save

8. You arrive on the Project page