Cases can be created in Highrise several different ways.
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.
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.
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.