How do I Add a Case Background when Creating a Case?

To add a case background when creating a case, head over to the Main Card, Cases-view.

Click on the Create Case button.

The following dialogue will appear.

Click on Add Background... button.

This will bring down a background text box where you can type in a case background.

Once you are done adding a case note, click on the Create Case button or Create Case Request button; depending on which you are wanting to create.

In this example, we have created a Case Request. 

Once the case has been created, the case background will appear on the Case Card, Details-view, under the Case Name as below. 

Note:

1. Case Background functionality in the Case Card works the same as in the Create Case Dialogue.