Cases can be created in Highrise several different ways.
Add a case from the main cases page
Cases tab on the left sidebar.
Add a New Case button near the top of the page.
Give the case a name and select who can see it.
Add a case from a contact page
You can also add a case directly from a contact's page. Click the
Cases tab and the
Add a New Case button.
The case will be associated with that contact. Name the case and select who can see it.
Add a case by email
You can create cases via email by using your Highrise dropbox address. There are two ways to do that:
Forward an email directly to your dropbox address, and place the new case directive in the body of the forwarded message.
/case NEW CASE
/case NEW CASE to the email will create a new case that includes the email you forwarded. You can replace NEW CASE with whatever you want to name the case you're creating.
2. BCC/CC or autoforwards
You can CC/BCC your email to your dropbox address, just add +case to it. For example:
A new case will get created using the subject of the email as the case name.
You can also use autoforwarding to forward emails to
dropbox+case@ and new case will created for each email automatically.