Group 65Go to Method
All Collections
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.

Inder Dhaliwal avatar
5 articles in this collection
Written by Inder Dhaliwal

About the Cases App

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

Cases App Preferences

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

Log a Case

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

Case Reports

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