Why can’t I change or delete the Waiting List case journey step?
All instances of Nook by default need a Waiting List to receive new cases (e.g. via form submissions on a...
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CRM setup
Configuring your CRM.
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I can’t delete a case Step or Task in Case Journey Settings
If you currently have cases that are already part of a Step or have an associated Task – or if... -
Collecting and working with custom data
If you need to collect extra data on your cases you can add extra data Questions to your NookCRM configuration.... -
Sharing a NookCRM configuration between organisations
We want NookCRM to help organisations get set up with case management tooling quickly. We also want Nook to reduce... -
Admin and Staff user groups
There are two main user groups in Nook: Admin and Staff. The main difference is that Staff users aren’t able... -
Creating a new user
You’ll need to have an Admin role to create a new user. You can find out more about the two... -
Example Nook Case Journey and Questions (with template)
When you are configuring your NookCRM for first use, you will need to decide the Steps in your Case Journey...
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