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Case types
Solution No. 348

OVERVIEW
How to create a new case type
How to edit an existing case type

SCREEN OVERVIEW
New/edit case type
Existing case types
Buttons

Overview

In order to maintain a clear trail of breadcrumbs in your Method CRM, it's helpful to have as much information as possible about each interaction with a customer, vendor, lead, or even your own employees. That's why Method has cases - to help identify pain points with the individuals and companies you interact with and address them in a timely and efficient manner. To shed more light on a case, it's helpful to know what kind of case you'll be dealing with when you open it up - that's where Types come in. A case type gives you (or the Method user to which it is assigned) the heads-up on what to expect when dealing with this case, be it a complaint, an inquiry, or something totally different. There are several options to choose from by default, but you won't necessarily find exactly what you're looking for depending on your business. That's why Method gives you the option to create and edit your own! This section will show you how to create a new type, edit an existing type, and will provide a breakdown of the screen to explain each area in detail. Onward and upward!

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How to create a new case type

  1. From Method CRM, go to Cases > New case.
  2. Scroll down and click on Add additional info. This will generate the additional info sub-screen.
  3. Beside the type drop down menu, click the ellipses button (...) or click on the drop down menu and choose . Either of these options will generate the New/Edit Case Types screen.
  4. Choose a name for your new case type. It should reflect the kind of type you wish to denote.
  5. Click Save to save the new type. Once you refresh the screen, it will appear in the Existing case type grid below, as well as in the type drop down menu on the New and Edit case screens. Clicking Save & New will save the changes and clear the field. Clicking Save & Close will save the changes and return you to the New case screen.

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How to edit an existing case type

  1. Follow steps 1 and 2 from above.
  2. In the Existing Case Types grid, locate the type you wish to edit and click Select. This will populate the field above with the information associated with this type.
  3. From here, you can change the name of the type (which is the only field associated with types).
  4. Click Save to save the changes to the type. Once you refresh the screen, the changes will be reflected in the Existing case types grid, as well as in the drop down menus. The buttons function the same as above.

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Screen overview

The following is a breakdown of the New/edit case types screen. We'll take a closer look at each element of the screen (drop down menus, buttons, etc.) so you know exactly what each element does. We hope this will be a useful "glossary" of sorts for new users!

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New/edit case type

Let's take a look at the requisite field required to either create a new case type or edit an existing one. Bear in mind that editing just requires you to change the information you want to change - as long as the field with the red asterisk next to them is filled out, Method will save the record!

  • Case type: This is the only field required for Method to save your case type record - and the only field on this screen! As mentioned above, it is simply a writable field used to give your case type a name, or to edit the existing name (which will appear here if you have selected a case type from the grid below).

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Existing case types

Of course, this grid functions the same way as other grids in Method (see our article on Grid functionality for more information). Clicking Select next to the case type you want to edit will populate the case type field above. Since there is only one field on this screen, you can only order or search the grid using that criterion.

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Buttons

As usual, you will find some familiar buttons at the bottom of this screen that offer you other options to be had. They are as follows:

  • More actions: This button will allow you to Clear / New which will clear the field in preparation for a new case type, or Delete case type, which can't be undone.
  • Save: This will save the changes.
  • Save & New: This will save the changes and clear the field.
  • Save & Close: This will save the changes and close the screen, returning you to the New case screen.
  • Cancel/Close: This will close the screen without saving changes.

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