20. Getting Started

• 20.1 Removing Default Data from your Account
• 20.2 Creating a Practice Area
• 20.3 Creating Custom Case Types in AgileCase
• 20.4 Setting up the Case/ Contact Relationship
• 20.5 Configuring your Workflow in AgileCase with Custom Fields
• 20.6 Creating a Case Plan
• 20.7 Disabling Case Level Functions and Core Case Data
• 20.8 What's Next

Our "Getting Started" series explains how to get to grips with AgileCase after signing up for your trial account. AgileCase offers a great breadth of functionality so it can be difficult to find your feet. Following this guide will allow you to set up a basic case with a plan, establish a contact list and manage your system users. This will provide you with a foundation which you can build upon as you get to grips with the more complex features of AgileCase.