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Create or Edit a Case

Use this form to create a new case for a customer, or to update an existing case.

To open it:

  • New case: on the Case List, click Create Case. Or, on the Customer List, click Create Case on the customer's row. The customer is then already filled in.
  • Edit a case: open the case and click Edit Case. See Case Details.

Permissions​

Set in Role & Permission:

ItemPermission
Create Case (Submit)Cases > Create
Edit Case (Update)Cases > Edit
Customer Name listCustomers > View (Customers > View all to list customers that aren't yours)
Sales Admin, Deal Maker and IMS Processing listsUsers > View
COP listCOP > View

Without Users > View, the handler lists are empty and the case can't be saved.

The top of the Create Case form, with its parts numbered 1 to 4

1. Back​

New case: returns to the Case List. Edit: returns to the page you opened the form from, usually Case Details.

2. Basic Information​

  • Customer Name (required): choose the customer. Only customers who have registered in the Member Portal are listed. If your role can't view all customers, only your own customers are listed.
  • Company Name: filled in from the customer.
  • Agreement Code (required): must not already be used by another customer's case. Otherwise you see Agreement code is already used by another customer.

3. Products​

  • Product Name (required): choose a customer first. The list only shows products the customer can take. A product the customer already has in a case that is still in progress is not listed, and some products can't be combined with others.
  • COP: only for a COP product. Choose the COP property (optional).
  • Commission Type and the rate: shown from the product. You can't change them.
  • Charging Fee: only for products that charge a fee (the label may use the product's own name for the fee). It is required. For a margin commission, it can't be smaller than the base rate.
  • Estimate Submission Date and Remark: optional.

4. Banks​

Add the banks the case will be submitted to.

  1. Click New Data to add a row.
  2. Choose the Bank and type the Loan Amount(MYR).
  3. Click the bin icon to remove a row.

At least one bank is required. Otherwise you see At least one bank is required. Each bank can only be chosen once: a bank already chosen in another row is not in the list.

The bottom of the Create Case form, with its parts numbered 5 to 7

5. Handler Information​

  • Agent: if the customer belongs to an agent, the agent is shown here. You can't change it.
  • Sales Admin (required): only if the customer belongs to the company. Choose who handles the case.
  • Deal Maker (required): choose the deal maker.
  • IMS Processing (required): choose the processing person.

6. Submit / Update​

  • New case: click Submit. You see Case created successfully and return to the Case List. The case starts at the first status of the product's workflow.
  • Edit: click Update. You see Case updated successfully and return to Case Details.

If a required field is empty, it shows This field is required.

7. Cancel​

Leaves without saving. Like Back, it returns to the Case List for a new case, or to Case Details for an edit.

Edit a case​

When you edit a case:

  • You can't change the Customer or the Product.
  • You can change the agreement code, handlers, charging fee, date, remark and banks. For a COP case, you can also change the COP.
  • Banks that are already in the case keep their status and Final Approved Amount. A bank you add starts as Pending. A bank you remove with the bin icon is taken off the case.