The Sales team asks Greta, the Salesforce and Frisbii administrator at Mustermann SAS, to configure automations to send quotations. She has already followed the articles explaining how to send invoices and finds the names of the Apex classes to use in another article. But there is no detailed procedure for this yet. She's doing pretty well, but in her tests, the bids are not being sent from her sandbox.
An opportunity to create a support case from her new Frisbii Community !
Opening the form
Greta immediately sees how to open a case: The Contact Support menu on the home page.
The Create a Case - form
In the page dedicated for the case, she sees three columns:
The first one contains the explanations to better understand the fields of the form
The second column contains the form
The third column allows her to see some articles from the knowledge base
Since she has already checked the knowledge base, Greta starts filling the form. Her contact details are automatically filled .
The Type of cases
Greta remembers the article: Frisbii Support - Open a case, which explains well the different types of Cases.
Here she can choose from four types of cases:
Attention : Depending on the Type of cases the form changes
She carefully reads the instructions on the left side of the screen.
She hesitates to take the How to use application type, because she only needs one piece of information.
If she chooses Bug, she will have to fill in all of this information:
She chooses the Bug request type one, because she can provide more information that she thinks will be useful to solve the Case.
Then she chooses Quotation as the relevant Object and clicks on Next.
And that's it, the form is sent to the Support team !
