Method CRM Help Center

Now that you've created some cases and populated your Existing cases list, you may need to go back and edit some of the information associated with those cases. Because a case is a process, it is important to keep all the associated information up to date. The Edit case screen allows you to edit the details of existing cases, as well as associate them with other entities within Method. Let's go through the steps required to edit a case!

How to edit an existing case

In Method CRM, click Cases > Cases list.
Choose the case you'd like to edit and click Go to next to the chosen entry. This will generate the edit screen as well as a temporary Tab link in your tab link bar. You can navigate away from this tab link and navigate back without losing data you've typed into fields.
Ensure Assigned to, Status, and Origin fields are filled out. These three fields are mandatory and must be filled out in order for Method to save the case.
From this screen, you can alter any of the existing fields - change the text in writable fields, change the chosen option in drop down menus, and change any of the information listed in the series of clickable tab sections at the bottom of the screen that each open their own unique set of options.
Click save at the bottom of the screen. This will save whatever changes you've made to the fields in this case and will update any changes that appear in the viewable portion of the cases list. Save & Back will save the changes and return you to the list screen.

Screen overview

The following is a breakdown of the Edit case 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!

Main fields

Assigned to: This drop down menu allows you to choose a Method user to assign this case to.
Subject: This writable field allows you to essentially "title" your case.
Contact: This drop down menu allows you to choose a contact to associate with this case. Choosing a contact will auto-fill any other fields for which information has been provided.
Contact name: The name of your contact (which may be auto-filled).
Contact phone: The primary phone number for your contact (which may be auto-filled).
Contact email: The primary email for your contact (which may be auto-filled).
Created by/Last modified by: This will be automatically generated to show which Method user created the case and which Method user last modified it.
Closed date: This drop down menu generates a clickable calendar from which you can choose a close date for your case.
Status: This drop down menu allows you to assign a status to the case (see Case statuses for more details).
Origin: This drop down menu allows you to assign an origin to the case (see Case origins for more details).
Priority: This drop down menu allows you to assign a priority to the case (see Case priorities for more details).
Contact information: This information will be auto-filled based on the pertinent information associated with the contact you've chosen.

Additionally, there are two check boxes that can be checked off, which will generate and send notification emails to the contact and to the user to whom this case is assigned, respectively, when the case changes are saved. Keep in mind that once this box is checked, an email will be sent every time you click Save unless you uncheck the box.

Additional info

Internal comments: This space is available for you to add or edit comments associated with this case that don't fit into any other field. Keep in mind that any comments included here will not be visible to the contact(s) associated with this case, and will stay in your CRM. This is the only place you are able to make comments on the case as a whole, not just about individual activities. This is the best place to develop your trail of breadcrumbs for this particular case.
Type: This drop down menu allows you to assign a type to this case (see Case types for more details).
Reason: This drop down menu allows you to assign a reason to this case (see Case reasons for more details).

Buttons

More actions: This button allows you to Choose an email template for the case notification, Clear / New which clears the fields without saving, Delete case which cannot be undone, or Spell Check - Internal Comments.
Save: This button saves your changes to Method CRM.
Save & Back: This button saves your changes and returns you to the Cases list screen.
Go back: This button returns you to the Cases list screen without saving any changes.

Case dialog & New/edit activity

Existing case dialog: This is a running, auto-generated list of changes made to the comments section of any Activities associated with this case. You will be able to see who made the comments, when, and what was said in an ever-growing list that Method will add to as more comments are left.
Activity assigned to: This drop down menu allows you to choose a Method user to assign this activity to.
Activity start time: The time and date this activity was started.
Activity contact: The contact associated with this activity.
Activity #: The auto-generated number associated with this activity, used to search in the grid.
Activity status: Please see Activity statuses for more information.
Activity priority: Please see Activity priorities for more information.
Related activity comments: Any comments associated with this activity. This will appear in the existing case dialog section once the activity is saved.

Additionally, there is a check box that, when checked, will generate a notification email to be sent to the assigned user when changes to this activity are saved.

Clicking on the check box marked internal will keep any contacts or vendors attached to this activity from seeing the activity comments.

You can also choose to schedule a follow-up: clicking that check box will generate a sub-screen that contains the exact same fields as the Schedule follow up screen in the Activities section (please see that section of our documentation for more details).

Existing activities for this case

This section is contained in a grid, which operates the same way most grids do in Method (please see our documentation on grid functionality for more information). As usual, however, the grid has several unique features including the filter by view drop down list.

My activities: This will display all activities assigned to you, pertaining to this case.
My activities on or before today: This will display all activities assigned to you, pertaining to this case, with a completion date scheduled for the current day or before.

There are also shared options for each of the above, which will follow the same criteria but display any pertinent activities that have been shared with the user currently logged in.

As is the case with most grids in Method, you can sort and search the grid using the writable fields above each column, based on the information displayed there. Clicking on the Activity # will open a popup version of the Edit activity screen. Actions taken from this screen will not be reflected in the case dialog, but the changes will be saved when you click Save. If you click on Edit Activity, it will redirect you to the Case dialog & New/Edit activity sub-tab, where you can edit the fields. Saving from this screen will add these changes to the case dialog unless you have clicked on the check box marked internal.

Documents

This section is contained in a grid, which operates the same way most grids do in Method (please see our documentation on grid functionality for more information). As usual, however, the grid has several unique features including the filter by view drop down list.

My documents: This will display all documents assigned to you, pertaining to this case.
Shared documents: This will display any pertinent documents that have been shared with the user currently logged in.

As is the case with most grids in Method, you can sort and search the grid using the writable fields above each column, based on the information displayed there. Please see our documentation on Documents for more information on how to add and edit documents.

Created on	Sep-25-2013
Last modified on	Sep-17-2015