NEW: Keep cases up to date and save all of the information in one place using the Email into case feature.
Have you ever received an important and relevant email that you wanted to include in a case? Now instead of going through the trouble of copying and pasting an email into cb Engage, you can email into a case using the unique case email. Emails are automatically saved as a note, and any attachments will be saved in the Recent Notes section, as well.
UPDATED:Find Portal Users faster in cb Admin with the updated sorting capabilities.
Previously, this feature was made available in cb Admin Users section, and now it's also available for the Portal users section in cb Admin.
The Portal users section will default to 50 users per page with an option to see 100, as well. Also, you can sort alphabetically (by last name), status (alphabetically for now), and Last Login time.
📢 Announcements
Get help when you need it!
Chat with our customer support team
M-F from 10am - 6pm ESTby selecting the Help chat in the upper right hand support menu from any page you're in Casebook.
New Hire Training - On the first Monday of the month, we offer a Casebook 101 training. Send your new hires and anyone who wants a refresher course.
Write a review on Source Forge and get $10.00 if it's published.It's only 1 minute long! Review Casebook on Source Forge. Reviews are individual, not company-based, and take only a few minutes. After it's published, you'll be sent an email to claim your $10. That simple!
Don't Forget!
Casebook is web-based. Simply login to Casebook on your phone or tablet to the internet browser of your choice to get the full Casebook experience on the go.
Casebook PBC, 244 5th Avenue, Suite T248, New York, NY 10001, (347) 746-0680
