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Case Setup

Case Setup

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

Jeff Kerr avatar Meg Hall avatar
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.
Meg Hall avatar
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.
Meg Hall avatar
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.
Meg Hall avatar
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.
Jeff Kerr avatar
Written by Jeff Kerr
Updated over a week ago
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