About the Cases App

Getting started with the cases app in Method:CRM.

Updated over a week ago

The Cases App creates support cases to help keep track of all activities pertaining to a specific customer or internal issue (complaint, product request, etc), ensuring a consistent line of communication throughout your team and streamlining the path to a resolution.

It is part of the Case Management Pack and is currently the only available app in that pack. 

App perks

  • Associate contact information and activities with individual cases.

  • Document specific case from initial communication to resolution.

  • Allow all Method:CRM users with access to see every interaction associated with the case.

Note: It is highly recommended that you set your Preferences before creating your first case. Please see our article on Cases App Preferences for more information.

To learn more:

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