Method

Getting started with the cases app in Method:CRM.

About the Cases App

Preferences for the cases app in Method:CRM.

Cases App Preferences

Log a Case

How to update a case, close a case, and create activities for a case.

Update / Close a Case

Case Management allows you to create and track customer service tickets to help your team share information and solve issues.

Case Management Pack

Understanding reports for the cases app in Method.

Case Reports

Using Charts

Customization Services

Terms of Service

Security and Backup

Privacy Policy

Start a free trial

Find answers and get help from Intercom Support and Community Experts

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