Case Setup

Learn key concepts and best practices for setting up your case chronologies in CaseFleet.

4 articles in this collection
Written by Jeff Kerr and Meg Hall

Getting Set Up

Key Concepts in CaseFleet

Understanding how CaseFleet uses facts, contacts, issues, and sources.

Written by Meg Hall
Updated over a week ago

Getting Started: How to Open a New Case

How to open a new case in CaseFleet.

Written by Meg Hall
Updated over a week ago

Getting Started: Best Practices for Initial Data Input

Best practices for initial case set up after opening a new case.

Written by Meg Hall
Updated over a week ago

Using Saved Views on the Cases Page

Take advantage of saved views to create lists of cases with custom columns.

Written by Jeff Kerr
Updated over a week ago