Caseworker 101 - Creating a New Constituent and Case

In order to get up and running on Caseworker and to start making use of the system to track your correspondence and engagement with constituents - you'll need to know how to create new constituents and cases.

If you'd like to find out how to start with this core feature of Caseworker, or if you want to refresh your mind about constituents and cases - just watch our short video below.