Open a case and make first contact

1. Open the case from Cases.
2. Speak to the client first: call, WhatsApp or email them from The customer on the case page.
3. Under Record what happened, choose Contacted the customer, pick the Method (Call, WhatsApp, Email or In person), add notes if you like, and choose Record.

Good to know

• Recording the contact stops the case's Response clock and adds it to Activity.
• Your notes are not shown to the customer.