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Case Setup
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