Case Management Implementation Guide
Use this guide to get instructions on how to set up, customize, and start using case management. It covers how to implement the most helpful case features and track all your cases from one central place.
This guide contains the following major topics:
Download Case Management Implementation Guide
Use this guide to get instructions on how to set up, customize, and start using case management. It covers how to implement the most helpful case features and track all your cases from one central place.
This guide contains the following major topics:
- Setup: Provides details on how to implement all of the case management features. Follow the planning checklist at the beginning of each setup section to prepare for the implementation of each feature.
- Feature Rollout:Use the feature rollout suggestions to implement the specific features you need to start using case management.
Download Case Management Implementation Guide
