Adding a new case manually
How to log a new case from scratch
Duration: 1:40
Video Library
Watch all Help Centre videos in one place.
Cases Tab
Navigating between case statuses
Duration: 1:01
Dashboard
Navigating your Companion Dashboard
Duration: 0:46
Dashboard
Duration: 0:46
Logging in & managing users
How to login to Companion, add new users and manage existing users
Duration: 1:29
Managing Settings
How to configure case stages, notifications and policies
Duration: 2:09
Managing your Inbox
How to get the most out of your inbox and create new cases from inbox correspondence
Duration: 3:16
People
Navigating people profiles and manually adding people to Companion
Duration: 1:31
Reports
How to utilize reports within Companion
Duration: 0:47
Tasks Tab
Keeping on top of tasks within Companion
Duration: 0:34