Cases are tabs that act as containers for documents surrounding a specific issue. Cases are private by default. You can create any number of private cases without affecting how other users see the record. If you have sufficient privileges, you can make cases viewable to other users.
To create a case, complete the following steps.
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Click the Add Case button at the bottom of the tabs pane.
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Type a name for the case in the Case Name field. This name will be the label on the tab.
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To make the case visible to all users who view the record, select the Public option.
This option is available only to users who have privileges to make cases public. If this option is not available, the case will be private and visible only to you.
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Click the color swatches button next to the Case Color box.
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Select a color for the tab.
