Let's review
You've now explored:
How cases and records work together to provide both collaborative workspaces and structured data.
How to attach records to cases to provide additional context for investigations.
Three methods for linking cases and records: creating records from cases, linking existing records to cases, and creating cases from records.
Understanding the relationship between cases and records ensures you can capture the right data, provide the right context, and turn information into action efficiently.
Next up
The Cases and dashboards module, where you'll learn how to visualize case data and create reports that give your team and leadership visibility into case metrics and performance.