View Case Screen

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

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 private or public 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 and select whether the note is an internal note from the drop down menu. An internal note is absent on printed documents and unavailable to anyone not logged in as the user who created the note. Click the [Save] button to save the note and return to the "View Case Screen" or click the [Go Back] button to return to the screen without saving.