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Useful Case Configuration Videos

Here are some useful How-To videos on configuring Cases in Builder.

Case Overview in Builder


A overview guide to how Case & Action settings are made in Builder.

Create a Case from Scratch in Builder


How to build a Case using Builder, from a blank page to Live in under 10 minutes.

Creating New Types of Case & Ticket in Builder


Explains the steps to create new types of Case & Ticket within a service line, as a precursor to switching them on and configuring their specifics for individual customers.

Setting Case Attributes in Builder


A detailed walk through of the Case level settings in Builder.

Input Links to Start Cases and Tickets


Explains how input links to start new Cases & Tickets get created when you set them live, and how to control their display on the Contacts Activity page.