---
title: Case Management in YourStake
description: Case management
---

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# Case Management in YourStake

## How to view, link, and manage client cases from Salesforce

### Overview

The Case Management feature in YourStake allows you to view Salesforce cases, link them to client records, and manage case activity—all in one place. This guide walks you through setup and everyday use.

---

### Access the Cases Page

From the Home page, click **Cases** in the main menu to view all existing Salesforce cases.

![Screenshot 2026-04-13 at 9.43.57 AM](https://help.yourstake.org/hs-fs/hubfs/Screenshot%202026-04-13%20at%209.43.57%20AM.png?width=670&height=324&name=Screenshot%202026-04-13%20at%209.43.57%20AM.png)

---

### Link Cases to Clients (One-Time Setup)

Before managing cases, you’ll need to associate them with your client records in YourStake.

1. On the **Cases** page, locate the cases you want to link
2. Choose to link them to existing clients or create new client records
3. Select individual cases or click **Select All**
4. Click **Apply Selected Changes**

**Tip:** We recommend selecting all cases to complete setup in one step.

![Screenshot 2026-04-13 at 8.55.25 AM](https://help.yourstake.org/hs-fs/hubfs/Screenshot%202026-04-13%20at%208.55.25%20AM.png?width=670&height=336&name=Screenshot%202026-04-13%20at%208.55.25%20AM.png)

![Review Case Linking](https://help.yourstake.org/hs-fs/hubfs/Review%20Case%20Linking.png?width=670&height=624&name=Review%20Case%20Linking.png)

---

### View and Manage Cases by Client

Once cases are linked:

- Each client record will display all associated cases
- You can also continue to view all cases from the main **Cases** page

From a client’s **Cases** tab, you can:

- Create a new case
- Review case details
- Add comments or attachments

![Screenshot 2026-04-13 at 9.51.47 AM](https://help.yourstake.org/hs-fs/hubfs/Screenshot%202026-04-13%20at%209.51.47%20AM.png?width=670&height=324&name=Screenshot%202026-04-13%20at%209.51.47%20AM.png)

---

### Create and Organize Cases

You can create new cases directly from the **Cases** page or from within a client record.

To stay organized, use the available tools to:

- Filter by **Status** or **Priority**
- Sort by **New Activity**, **Updated Date**, or **Created Date**

![Sorting and Filter Cases](https://help.yourstake.org/hs-fs/hubfs/Sorting%20and%20Filter%20Cases.png?width=670&height=322&name=Sorting%20and%20Filter%20Cases.png)

**Note:** Additional fields and options may appear depending on the selected Case Type.

---

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