Q & A for CRM 1.3 for Services/Casework Only
If you are currently using our older version of the CRM (version 1.3), you will find Services/Casework helps and resources here. If you have any questions, please reach out to our support team at firstname.lastname@example.org or 202-355-9339. If you would like to participate in a training session, email email@example.com.
- How do I convert correspondence to a case?
- How do I write a letter for a case?
- How do I add automatic merge fields to my Form letters?
- How can I enable email notifications for casework updates?
- How do I create a new casework?
- How do I add a journal entry and attach files to a case?
- How do I add agency contacts to a case?
- How do I add new case types, case statuses, and office locations?