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.
Link Cases to Clients (One-Time Setup)
Before managing cases, you’ll need to associate them with your client records in YourStake.
- On the Cases page, locate the cases you want to link
- Choose to link them to existing clients or create new client records
- Select individual cases or click Select All
- Click Apply Selected Changes
Tip: We recommend selecting all cases to complete setup in one step.
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
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
Note: Additional fields and options may appear depending on the selected Case Type.
Need Help?
Have questions or feedback? Contact us at support@yourstake.org.