Resolution Cases
Formerly "Engagements"
- Use Client Surveys
- Create a Resolution Case
- Create an Engagement Letter
- Create a Letter Template
- Update Your Letter Templates
- Add Forms to a Resolution Case
- View a Completed Survey
- Grant Clients Access to a Completed Survey
- Resolution Case and Collections Analytics
- Create Custom Service Templates
- Use the Service Assistant
- Create Boilerplate Text for Templates
- Delete and Archive Resolution Cases