Difference between revisions of "View Case Screen"
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==Notes== | ==Notes== | ||
| − | In this section you can make | + | In this section you can make notes about a case. Clicking the [Create New] button will take you to the "Add Note" screen, where you can enter the note into an information section. Click the [Create Note] button to save the note and return to the "View Case Screen". |
==Activities History== | ==Activities History== | ||
Revision as of 15:49, 25 September 2007
The "View Case" screen is divided into the following sections:
Contents
Case
Case History
Pending Activities
Bookmarks and Files
This section lists any previously bookmarked URLs or uploaded files (documents, images, etc.) relevant to the lead. Clicking the [Bookmark URL] button will prompt you with fields to enter the web address and a description of the URL or its relevancy. Clicking the [Upload File] button will prompt you with a field to enter the file name or browse your computer to find and select the file, and a field for a description of the file.
Notes
In this section you can make notes about a case. Clicking the [Create New] button will take you to the "Add Note" screen, where you can enter the note into an information section. Click the [Create Note] button to save the note and return to the "View Case Screen".
