Cases

Case assignment.

When creating cases, you can launch:

└── Tasks
    └── Time

Airdesk helps you to control or respond to the following situations:

  • Problems with a project.

  • Errors to rectify.

  • Modifications to make.

Case Fields

In order to control cases with accuracy, it's important that you fill out the fields of the case presented in the table below:

Field Name

Description

Associate to

You can associate it to a client, contract, task, business, among others.

Contact

The information of the contacted person.

Entry

System entry date.

Title

Description

Contract description.

Company

Assign the contact to one of your companies.

Pipeline

Which pipeline will it be associated with.

Status

What is the status of the pipeline.

Department / Team

Who has access to the projects’ data.

Assigned to

To whom the contract is assigned internally.

Followers

Location and Address

Place where the case will be executed.

Attachments

Relevant attachments to help with case resolution.

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