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Case Management
Managing cases and all relevant information pertaining to case files.
Transfer Home Branch
Go to Case Files. Select a case file. Click Move case file. In the Move Case File prompt, select a...
Create and Manage Case Files
At its core, a Case File stores, organizes, and manages client information. Each case file is assigned a case type,...
Add and Manage Reasons for Closing Case File
Add a Reason for Closing Go to Case Files > Settings > Reason for Closing. Click Add Reason for Closing...
Add and Manage Relationship Types
Relationship types define how case contacts are related to the client in a case file. The system includes a comprehensive...