Case creation methods

Did you know that you can create cases through multiple methods within ClientSpace? Cases can be added directly from your Home page in the Client Service Cases widget bar, from the Cases dashboard, from the Client Workspace, in the Client Services Cases widget bar, and from many dataforms through the Action Center. Additionally, you can create a case manually, from an email, from the Employee Support Center, and Workflow Channels.

Method	Description
Manually	You can create a case manually from within a client workspace. See Adding cases.
Client Service Cases	Directly from your Home page, in the Client Service Cases widget bar.
Cases dashboard	You can create a case manually from the Cases dashboard. See Add a Case by Using the Cases Dashboard. Also, if you are using the Cases dashboard (not the Cases-Old dashboard) you can quickly add a manual case by entering a minimal number of required fields using the Quick Case feature. See Adding a Quick Case.
Client Workspace	From the Client Workspace, in the Client Service Cases widget bar, click (Add).
Action Center	From many dataforms through the Action Center.
Workspace landing page	From the Case dataform at the bottom of the Workspace landing page.
From an email	Email Add-in From an email using the Email Add-in. The subject and body of the email translate to the subject and issue of a case. Cases created from Email Add-in show the Communication Method as Email Add In. See Creating Activities, Cases, Tasks, and Claim Notes from Outlook. Email Integration From a client sending an email to a specific address. A case can be created when an email is sent to an address that is configured for Email Integration with ClientSpace. The subject and body translate to the subject and issue of the case. Cases created from Email Integration show the Communication Method as Email Integration. The Communication Method field, unless filled in (see Step 3: Field Mapping), defaults to Email Integration. The field must be marked as Cloneable on field properties under Dataform management. See Email Integration and the corresponding sub-topics. Forward an email with Client Number From a PEO employee forwarding an email with the client number (as CLID=XXX), which routes the email to the client. This approach enables Service Provider users to send an email to an address by including CLID = XXX in the body of the email. This action creates a case in the appropriate client workspace. For more details about using CLID, see Action Step in Creating Email Integration aliases and Email Integration processing.
Employee Support Center	You can configure an email template to send an email to the related employee on a case. For example, you can send notifications to external employees who submit an inquiry through the Employee Support Center. Cases created from the Employee Support Center show the Communication Method as Employee Portal. See Configuring email templates to notify external employees.
Workflow Channels	You can create cases through Workflow Channels when specific conditions are met, such as a link is clicked or a field has changed. Cases created from a workflow show the Communication Method as Workflow Channel. See Workflow Channels.

To learn more, watch the video Learning how: Case creation methods.