About the Cases App

The Cases App helps you keep track of all activities pertaining to a specific customer or internal issue (complaint, product request, etc), ensuring a consistent line of communication throughout your team and streamlining the path to a resolution.

App perks

  • Associate contact information and activities with individual cases
  • Document specific case from initial communication to resolution
  • Allow all Method users with access to see every interaction associated with the case
It is highly recommended that you set your Preferences before creating your first case. Please see our documentation on Preferences for more information.

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