Capsule

Cases

1. What are cases?

   They are a storage bin for everything that can happen for a particular event.  It could be something simple and reasonably short-term like a customer enquiry, or it could be long and involved like preparing for all the requirements for having a stall at a trade show.  It holds all the relevant information and history in a common place so everyone can see it, and where necessary contribute.

2. Activating a case?

   There are two places to activate a case:

   • directly on the appropriate contact record - select “Add a Case” from the dropdown list “Actions for this Person” on the right hand side of the window.
   • in the cases window, select “Add a Case” from the right hand side of the window.  You have to select the relevant contact when adding a case from this window.

3. Tracks in cases?

   Tracks behave the same as they do in other places.  When you select and start a track to run in the case all tasks will appear on your to-do list in sequential order. If at any time the case is closed, the tasks will be removed from your to-do list and the track will display in the case.

4. What does cancelling a case do?

   It cancels all tasks, including those in a track.  The history is retained and you can continue to review this information against the party record and in lists created in the Cases window.