How do I move a case on from the waiting list?
Click the button in the top right of the Case screen to move a case in the Waiting List into...
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Using NookCRM
Guides to help you work with Nook.
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Where do new cases appear on Nook?
New cases – e.g. from an enquiry form on your website – arrive in the Waiting List by default. -
Attaching images and files to cases
Yes you can upload images and files (e.g. photos, documents) in a Case Record > Notes tab. Use the text... -
How do I reset my password?
If you can remember the email address / username you used to log into NookCRM, you can click the link... -
Can I share case data with an external party?
By default, Cases are only accessible to logged in users. Whilst you can create accounts for external users (e.g. a... -
Can I transfer a case to another organisation that uses NookCRM?
Technically this is possible and at Outlandish we have developed custom code and configuration that allows an organisation to refer... -
How do I delete a case?
Cases are intentionally hard to delete in Nook – for historical and reporting reasons it is much better to archive... -
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... -
An introduction to report templates
Report templates in Nook allow you to create a custom report (a downloadable spreadsheet) and re-run it whenever you choose.... -
How to assign cases and tasks to your team
As an admin, how can I allocate cases to my energy advisors? In Nook, you allocate work in two main...
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