Articles in this section

• Case Record Overview (Groups and Individuals)
• Creating and Importing New Cases (Groups and Individuals)
• Managing Case Custom Fields
• Adding Employees to Multiple Cases
• Adding (or Associating) Dependents
• Creating, Assigning, and Using Case Contact Roles
• Archiving and Deleting Cases
• NextAgency - Merging Case Records
• How to Manage Renewals (Best Practices)
• Managing Sales Statuses