Difference between revisions of "View Case Screen"

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(Notes)
(Bookmarks and Files)
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==Bookmarks and Files==
 
==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.
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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==
 
==Notes==

Revision as of 15:50, 25 September 2007

The "View Case" screen is divided into the following sections:

Case

Case History

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 section. Click the [Create Note] button to save the note and return to the "View Case Screen".

Activities History