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...
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...
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...