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