Northwoods

Adding and editing a case

Identify the people involved in the case.

Identify the organizations involved in the case.

Choose which options appear when you connect a person to another person, connect a person to a case, or add/edit an address.

Merge two people, cases, or organizations (entities) from within Traverse.

Fill out your case with the associated people and organizations.

Add your own cases, clients, and service providers to Traverse.

Find answers and get help from Intercom Support and Community Experts

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Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Try using different keywords or checking for typos.

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you