Introduction In this guide, we will explore the process of conducting a search and selecting relevant options to find customers and non-customers. We will cover various steps involved in refining your search criteria and selecting geographical zones, pro ...
Introduction A Guide to Advanced Find, In this guide, we will explore the process of creating a new case using the Advanced Find feature, as well as the behavior of case field locks. To begin, follow these steps : Steps to create a new case 1. Start ...
Introduction This guide outlines how to input your national identity number, name, contact details, and email address. It also explains how to save this data, manage any matches, and update information when necessary. Let's begin! Steps to create a ne ...
Introduction In this guide, we will walk you through the process of adding a new attachment to a case. By following the steps, you will be able to navigate to the case page, upload a file as an attachment, and access it whenever needed. Let's get started ...
Introduction Welcome to this guide on how to create a new case note and record important information on a case page. In this guide, we will walk you through the steps involved in accessing the 'Notes' tab, creating a new case note, and saving your entrie ...
Introduction In this guide, we will explore the process of creating a new case category in the case management system. Case categories help organize and classify cases based on their specific attributes. By following these steps, you will be able to acce ...
Introduction Welcome to this guide on how to add a new attachment category in the case management system. To organize case attachments, use attachment categories. These categories also hold the SharePoint Folder path. Here's how to use them: Access case ...
Introduction In this guide, we will walk you through the process of assigning a case to yourself within the case management system. By following these steps, you will be able to navigate to the appropriate view, select a case of interest, and assign it t ...
Introduction Welcome to this guide on how to review the case history and associated attachments within the case management system. By following these steps, you will be able to access the relevant case history, track changes made to the case status, view ...
Introduction In this guide, we will walk you through a series of steps to help you customize and share views in your application. By following these steps, you will be able to alter your view, add necessary columns, sort the data, save your customized vi ...
Introduction In this guide, we will walk you through the process of applying and modifying filters to refine your data in the application. Filters allow you to focus on specific fields and criteria, making it easier to analyze and work with your data. By ...