OVERVIEW
How to create a new case reason
How to edit an existing case reason

SCREEN OVERVIEW
New/edit case reason
Existing case reasons
Buttons

Overview

In order to maintain a clear trail of breadcrumbs in your Method CRM, it's helpful to have as much information as possible about each interaction with a customer, vendor, lead, or even your own employees. That's why Method has cases - to help identify pain points with the individuals and companies you interact with and address them in a timely and efficient manner. To shed more light on a case, it's helpful to know why the case was created - that's where Reasons come in. A case reason is exactly what it sounds like: a reason why a case was created. There are several options to choose from by default, but you won't necessarily find exactly what you're looking for depending on your business. That's why Method gives you the option to create and edit your own! This section will show you how to create a new reason, edit an existing reason, and will provide a breakdown of the screen to explain each area in detail. And without further ado...

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How to create a new case reason

1. From Method CRM, go to Cases > New case.
2. Scroll down and click on Add additional info. This will generate the additional info sub-screen.
3. Beside the Priority drop down menu, click the ellipses button (...) or click on the drop down menu and choose . Either of these options will generate the New/Edit Case Reason screen.
4. Choose a name for your new case reason. It should reflect the reason you would like to ascribe to your case.
5. Click Save to save the new reason type. Once you refresh the screen, it will appear in the Existing case reason grid below, as well as in the Reason drop down menu on the New and Edit case screens. Clicking Save & New will save the changes and clear the field. Clicking Save & Close will save the changes and return you to the New case screen.

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How to edit an existing case reason

1. Follow steps 1 and 2 from above.
2. In the Existing Case Reasons grid, locate the reason you wish to edit and click Select. This will populate the field above with the information associated with this reason.
3. From here, you can change the name of the reason (which is the only field associated with reasons).
4. Click Save to save the changes to the reason type. Once you refresh the screen, the changes will be reflected in the Existing case reasons grid, as well as in the drop down menus. The buttons function the same as above.

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Screen overview

The following is a breakdown of the New/edit case reasons screen. We'll take a closer look at each element of the screen (drop down menus, buttons, etc.) so you know exactly what each element does. We hope this will be a useful "glossary" of sorts for new users!

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New/edit case reason

Let's take a look at the requisite field required to either create a new case reason or edit an existing one. Bear in mind that editing just requires you to change the information you want to change - as long as the field with the red asterisk next to them is filled out, Method will save the record!

• Case reason: This is the only field required for Method to save your case reason record - and the only field on this screen! As mentioned above, it is simply a writable field used to give your case reason a name, or to edit the existing name (which will appear here if you have selected a case reason from the grid below).

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Existing case reasons

Of course, this grid functions the same way as other grids in Method (see our article on Grid functionality for more information). Clicking Select next to the case priority you want to edit will populate the case reason field above. Since there is only one field on this screen, you can only order or search the grid using that criterion.

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Buttons

As usual, you will find some familiar buttons at the bottom of this screen that offer you other options to be had. They are as follows:

• More actions: This button will allow you to Clear / New which will clear the field in preparation for a new case reason, or Delete case reason, which can't be undone.
• Save: This will save the changes.
• Save & New: This will save the changes and clear the field.
• Save & Close: This will save the changes and close the screen, returning you to the New case screen.
• Cancel/Close: This will close the screen without saving changes.

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