What are cases?

Cases help you keep related notes, files, images, and people together on one screen. You can add notes directly on a case or attach a note you've entered on a person page to a case.

Cases are really helpful when you want to keep related communications from multiple people together in one place. For example, if you are working on setting up health insurance for your company you might keep healthcare-related communications from your insurance salesperson, payroll company, and accountant together in a case called "Health Care Communications."

How do I choose who can see a case?

Select the Cases tab and choose the case where you want to adjust permissions.

Then choose the red "Edit this case" link in the blue bar at the top of the case page.

Choose who you want to see the case.

How do I attach a note to a case?

When you enter a note on a person page, click on the "Show options" link.

Then you can select a case.

The note will then appear on the case page and on the person's page.

What does it mean when a case is open or closed?
How do I open or close a case?

An open case means people can add notes and edit the case. A closed case means nobody can add notes or make changes to the case.

To open or close a case, choose the red "Edit this case" link in the blue bar at the top of the case page.

At the edit screen, you can change the case to open or closed.

How do I change the case a note is associated with?

Go to the note and choose the red "Edit this note" link in the blue bar near the top of the screen.

Under "Attach this note to a case," select a different case.

Can I enter information directly into a case or do I need to attach a note from somewhere else?

Yes, you can enter information directly into a case. Click on the case you want and then add a note to the case's history.