1. Overview
  2. Case Screen
  3. Case Details Information

Case Details Information

A typical case screen will look similar to this.

The Yellow area contains the Details of the case, including its current status, owner, and other key details.

The Green area contains the important details about the client.

The Blue Area contains the currently available Case Actions for this case.

The Pink area contains a history of all case actions used for this case and their outcomes.

The Orange area shows the Case Status Tasks available for this case.

 


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