Cases are used to keep track of issues, problems or failures that were reported by customers. They can be created both manually (by regular or portal users) and automatically (through a web form, workflow or email). Each case can be associated with Account or Contact, so a person will receive notifications about all the updates until the case is resolved.
Quick tour
Get started with our quick tour to learn about Cases in EspoCRM. Click on hotspots or use the arrow keys to move through steps.
Documentation
Check the documentation to learn more about case management is EspoCRM.