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Useful Case Configuration Videos

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

Case Overview in Builder

Summary

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


Create a Case from Scratch in Builder

Summary

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

Summary

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

Summary

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


Input Links to Start Cases and Tickets

Summary

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.