Difference between revisions of "View Case Screen"

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(Bookmarks and Files)
(Case History)
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==Case History==
 
==Case History==
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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==
 
==Pending Activities==

Revision as of 15:52, 25 September 2007

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

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

Activities History