Articles in this section

• How To Bulk Update Case Records
• Case Record Overview (Groups and Individuals)
• Managing Custom Fields
• Adding an Employee to Cases
• 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)