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 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:
- Cases App Preferences - Preferences for the Cases app in Method.
- Log a Case - How to create a new case in Method.
- Update / Close a Case - How to update a case, close a case, and create activities for a case.
- Case Reports