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  1. iConstituent Help Center
  2. CRM 2.0
  3. Services (Casework)

Services (Casework)

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  • How do I update an additional contact in a service request?
  • How do I enable notifications for services?
  • How do I find my Service requests?
  • How do I navigate Services?
  • How do I use filters (search) in the Services?
  • How do I use pivots (tabs) in a Service Request?
  • How do I create a new Service Request?
  • How do I compose, edit and send an email from a case?
  • How do I compose and send a communication (Letter/Email) using an existing content template as my base in a Service Request?
  • How do I compose and send a one time communication (Letter/Email) from scratch in a Service Request?
  • How do I edit an outgoing communication (Letter/Email) in a Service Request?
  • How do I preview an outgoing communication (Letter/Email) in a Service Request?
  • How do I know when I receive a new incoming communication (email) in an existing Service Request?
  • How do I edit a contact's information from a Service Request.
  • How do I add a comment (journal) to a service request?
  • How do I add an attachment to a Service Request?
  • How do I view attachment in a Service Request?
  • How do I assign a Service Request
  • How do I add a tag to a Service Request?
  • How do I add an additional person (agency contact) to a Service Request?
  • How do I edit the description and due date of a Service Request?
  • How do I resolve a Service Request?
  • How do I reopen a Service request?
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