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  2. CRM 1.4
  3. Services (Casework)

Services (Casework)

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You will find Services (Casework) help resources here. If you have any questions or need to schedule online training, please reach out to our support team at support@iconstituent.com.

  • How do I include images in my casework emails?
  • What's New in Services/Casework in CRM?
  • How do I run a Casework report?
  • How does Casework email threading work?
  • What happens to email that is sent to our casework email address?
  • How can I enable email notifications for casework updates?
  • How do I customize the grid layout for Casework?
  • How do I create a new casework?
  • How do I Resolve or Reopen a Case?
  • How do I edit details of a case?
  • How do I delete a case?
  • How do I view and print a Case Snapshot?
  • How do I view a case log?
  • How do I compose, edit and send a case email?
  • How do I compose, edit and print a case letter?
  • How do I start (initiate) a new workflow from Services?
  • How do I add, edit, mark as complete and delete follow up tasks in a case?
  • How do I create or edit a Journal?
  • How do I add, edit, and delete contacts in services?
  • How do I change a primary contact in a case?
  • How do I upload and delete a case attachment?
  • How do I forward an email from Outlook or Gmail into a case?
  • How do I create new case tag, case status and office location?
  • How do I log a phone call?
  • How do I create a HTML form letter in Letters?
  • How do I add Fill-Ins to a HTML Form Letter in Letters?
  • How do I add automatic merge fields to a HTML form letter in Letters?
  • How do I customize my View Settings (layout) in Services?
  • How do I attach a file to an outgoing email?
  • How do I find my casework that has been updated by someone else?
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