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.
- 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.