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Case Management Pack

Case Management Pack

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

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5 articles in this collection
Written by Inder Dhaliwal

About the Cases App

Getting started with the cases app in Method:CRM.
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Written by Inder Dhaliwal
Updated over a week ago

Cases App Preferences

Preferences for the cases app in Method:CRM.
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Written by Inder Dhaliwal
Updated over a week ago

Log a Case

How to create a new case in Method:CRM.
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Written by Inder Dhaliwal
Updated over a week ago

Update / Close a Case

How to update a case, close a case, and create activities for a case.
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Written by Inder Dhaliwal
Updated over a week ago
Using Charts

Case Reports

Understanding reports for the cases app in Method:CRM.
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Written by Inder Dhaliwal
Updated over a week ago