Difference between revisions of "View Case Screen"
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==Notes== | ==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 | + | 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 box. Click the [Create Note] button to save the note and return to the "View Case Screen". |
==Activities History== | ==Activities History== | ||
Revision as of 07:41, 27 September 2007
The "View Case" screen is divided into the following sections:
Contents
Case
Case History
The case history is a history of the status of the case. listing the status and a timestamp for when the status was changed.
Pending Activities
Bookmarks and Files
This section lists any previously bookmarked URLs or uploaded files (documents, images, etc.) relevant to the case. 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 box. Click the [Create Note] button to save the note and return to the "View Case Screen".
