Resolve
Resolve is your customer service workspace — cases, knowledge articles, service requests, and related support operations.
Open it: App Launcher → Resolve, or go to /resolve.
Resolve is included on every plan (including Free Forever). The app is marked beta while modules continue to expand.
Core modules
| Module | Route | What it's for |
|---|---|---|
| Cases | /cases | Support tickets and customer issues |
| Knowledge | /knowledge | Articles and documented solutions |
| Service Requests | /service-requests | Structured service intake |
| Escalations | /escalations | Escalated issues needing attention |
| Known Errors | /known-errors | Documented defects and workarounds |
| Change Requests | /change-requests | Planned changes and approvals |
| Service Contracts | /service-contracts | Customer agreements and entitlements |
| Assets | /assets | Customer or org assets tied to support |
| Entitlements | /entitlements | What customers are entitled to receive |
| Accounts | /accounts | Shared company records (same graph as Momentum) |
| Contacts | /contacts | Shared people records |
| Activities | /activities | Calls, tasks, and notes on support work |
| Sprint | /sprint | Sprint planning for support teams |
| Files | /files | File attachments for support records |
All modules share the same customer graph as Momentum — linking a case to an account updates related lists automatically.
Working with records
Resolve uses the same modern record experience as Momentum:
- List views with filters, column sort, show/hide columns, and pagination on long lists
- Searchable picklists on lookup fields (accounts, contacts, owners, related records)
- Quick Actions on record pages — create related records, log activities, and run module workflows
- Inline editing where your permissions allow
Email-to-Case
Inbound mail to a shared mailbox configured for Email to Case creates Cases automatically. Configure shared mailboxes under Mail Admin → Shared mailboxes. Your default org inbox ({org-slug}@mysalestrics.com) is for Threadmail™ CRM record threads — not automatic case creation.
Configure routing and a public Web-to-Case form under Admin → Web-to-Case. See Salestrics Mail for how org inbox mail differs from personal mail.
Notifications
Case updates and assignments appear in the bell icon notifications inbox. Use Clear notifications or Mark all read from the panel menu.
Related guides
- Applications
- Salestrics Mail — personal mail vs org inbox / Email-to-Case
- Admin — Web-to-Case and trash restore
- Momentum CRM — shared accounts and contacts