Services (Casework)
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.
- CRM Services (Casework) Tutorial Videos
- 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?