Now that we know how to find and access a constituent record, we can begin to enter information for them, such as a case ticket.


Once you've accessed a constituent record, click the Case menu button.


If it's the first case ticket being created for a constituent, proceed to fill out all the fields.


If it's not the first time a case ticket has been logged for a constituent, just click the Add case link.



Note that all fields are required, to create the ticket successfully.