Cases

The Cases page is accessible by clicking on the Mode  Cases section in the main navigation bar on the top of the screen.

The Corteza CRM implements a simplified case management tool. It allows you to keep track of various customer complaints, disputes or similar.

The CRM and the Case Management do not share data.

Cases can be linked to accounts, contacts, products or even to other cases.

You can define who is part of the case, what role they have, keep track of the progress, assign tasks and add notes.

You can store a resolved case as a "Solution". Solutions help you to solve similar (future) cases with ease.

Adding a new case

  1. Navigate to the More  Cases,

  2. click on the + Add button to open the form,

  3. populate the data and press the Save button on the bottom right corner.

Marking the case as "in progress"

  1. Navigate to the More  Cases  select a case,

  2. click on the Set Case status to Working.

Marking the case as "closed"

  1. Navigate to the More  Cases  select a case,

  2. click on the Set Case status to Closed.

Sharing the progress to a contact

  1. Navigate to the More  Cases  select a case,

  2. click on the Inform the contact via email of the Case solution.