Paul Hunter-Rowe

There will be occasions when a record needs to be escalated.  In SureView Cases, this is achieved by promoting your Record to a Case. Let's do that now.  In the results of your new view, find Getti...

Without views, you'll get a very long list of all your Records and Cases which will make managing everything really difficult.   This is why we have a filter function called Views.   Views allow y...

In the last step, we walked through creating new fields.  We then updated your template and added your new fields within a new section, and now we are going to create another new Record so you can ...

In the previous article, we looked at how to create fields.  Fields are used to capture specific information in a record or case, so next we'll add them to your template. When in settings, click Te...

So you've got a basic template, but you now want to capture some other specific information. You can achieve this by adding fields to your template. There are many field types to choose from, but f...

In the previous post, you learned how easy it is to configure a very basic template. We'll now show you how to use that template to start capturing your first record. First, let's create a new Reco...

Before you can create a record or case, you must tell the Cases how you want to record the information. This is done by creating templates. To create a template, click on settings on the left of th...

The purpose of the Cadence Schedules section in the settings is to show all of the upcoming cadences and show each of the field values that will be set.   More information can be found in the Tem...

Help Topics Creating a new Team Modifying and Removing a Team   Managing Teams Teams can be thought of as a set of permissions in the Cases system. By default, the Administrator team will be incl...

Help Topics Creating a new User Modifying and Removing a User   To access the Users tab, select the people icon  from the left menu bar. Here you’re able to create & edit your users and teams, as...