Toggle Menu

Videos > CRM 7-8 > Customer Service > How To Close an Incident in OnContact CRM

CRM 7-8

How To Close an Incident in OnContact CRM

Need to close an incident after it has been resolved? You’ve come to the right place.

In the following training video, we’ll walk you through step-by-step the process of closing an incident in OnContact CRM.

To manage your incidents and mark them closed as you work with them:

First let’s search for the incidents that are currently assigned to me that are still open. I’ll use the my incident saved search which will immediately open any incidents currently assigned to me that are not yet closed.

Click on the case number to open the incident record and you can mark any additional information that’s relevant to this particular problem

Notice you can also add notes and change the status from open to an appropriate status. In this case I’m going to mark it resolved and save the record. When I close this and refresh my saved search, notice it’s no longer displayed for me here – it’s also been removed from my customer service dashboard.