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Best Practices

Recommended ways to work efficiently:

For Services​

  • Keep fields clear and concise
  • Use regions for easy grouping
  • Use static text for instructions or section breaks

For Cases​

  • Update status as soon as work starts
  • Add manual notes for clarity in long processes

For Teams​

  • Use roles properly
  • Keep user accounts up-to-date
  • Use the timeline for auditing