What is a Case?

Cases help you keep related notes, files, images, and people together on one screen. You can add notes directly on a case or attach a note you’ve entered on a person page to a case. Imagine a Case like a virtual file folder you use to organize papers.

Cases are really helpful when you want to keep related communications from multiple people together in one place. For example, if you are working on setting up health insurance for your company you might keep healthcare-related communications from your insurance salesperson, payroll company, and accountant together in a case called “Health Care Communications.”

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