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

Services (Casework)

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  • How do I navigate Services?
  • How do I use filters in the Services section?
  • How do I create a new Service Request?
  • How do I compose and send a Communication through a Service Request?
  • How do I compose, edit and send an email from a case?
  • How do I compose, edit and print a services letter?
  • How do I know when I receive a new email or response in an existing Service Request?
  • How do I add a person to a service request?
  • How do I add an attachment to a Service request?
  • How do I add a Tag 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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