How to Register a Case

This guide explains how to register a case.

Additionally, with Sanka, you can exchange messages within the system. You can use it for inquiry management, so let's master how to use it here.

※ For basic concepts such as "Object" and "Module," please refer to Sanka Basics.

What you will learn in this guide

• How to register a case
• How to edit a registered case
• How to archive a case
• How to use the messaging feature
• Next steps

How to register a case

1. Click the "Customer Management" module on the left side of the screen, then select the "Case" object.
   

2. Click the "New" button in the upper right corner.
   

3. The "Create Case" detail page will appear, so fill in the required information.
   

4. Click "Customer Info," and customers registered in the "Company" and "Contact" objects of the "Customer Management" module will appear.
   

If not listed, you can click "+Contact" or "+Company" to add information.

1. After entering the information, click "Create."
   

2. The information has now been added to the "Case" record.
   

3. Clicking on the "Case ID" or "Case Name" will display the "Case Management" menu.
   

1. In the "Case Management" menu, you can manage tasks under "Action" or add notes under "Notes."
   

How to edit a registered case

In Sanka, registered information cannot be deleted to prevent accidental data loss.
Therefore, let's learn how to edit the information.

1. Click the "Customer Management" module on the left side of the screen, then select the "Case" object.
   

2. Click on the "Case ID" or "Case Name" to open the "Case Management" menu, where you can edit the information.
   Finally, click "Update."
   

How to archive a case

Using the archive function, you can hide a registered case from the table.

1. Click the box of the case you want to archive, and select "Archive."
   

2. Archived cases will be grayed out.
   

3. To unarchive, click the box of the archived case and select "Activate."
   

4. The grayed-out status will be removed, and the case will return to normal display.
   

How to use the messaging feature

In Sanka, you can exchange messages within the system.

1. Click the "Customer Management" module and select the "Messages" object.
   

2. Click "New" in the upper right corner.
   

3. The "Create Message" menu will appear, so fill in the required information.
   

Next Steps

Here are other things you can do in the Customer Management system:

• How to register company information
• How to register contact information