Step 1: Navigate to Setup
Start by logging into your Pabau account using your login credentials. Then, navigate to the Setup page located in the bottom left corner of the screen.
Step 2: Access Case Types
Now, expand the "Objects" section. This will reveal the "Case Types" sub-tab.
Step 3: Create a New Case Type
On the Case Types page, navigate to the top right corner and click the 'Create Case Type' button to get started.
Once you click “Create Case Type,” you can start filling out the following fields:
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Name: Enter a clear, descriptive name for the case type so it’s easily identifiable in your system.
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Case Code: Enter a unique code for the case type. This helps with quick reference and reporting.
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Icon: Choose an icon to visually represent this case type, making it easier to spot in lists or dashboards.
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Reporting Categories: Two empty fields are provided to start with. To add more categories, click “+ Add item to list.” Categories help organize cases and make reporting and analysis easier.
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Stages: Two empty fields are provided. Click “+ Add item to list” to add additional stages. Stages define the workflow of the case and help track its progress.
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Outcomes: Two empty fields are provided. To add more outcomes, click “+ Add item to list.” Outcomes ensure consistent tracking of how cases are resolved or escalated.
Step 4: Save Changes
To finalize, navigate to the top right corner of the screen and click the 'Create' button.
By following these steps, you can easily create case types in Pabau.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.