Case Setup

How do I create a New Case?

In order to create a new Case, there are two methods: Method 1 (Converting a Prospect): To convert the prospect...

How do I close a Case?

In order to close a Case: Go to the Cases tab and click on the case which needs to be...

How do I edit Related Lists?

If you wish to have the related list information showing different information than what is the default, please send an...

How do I create a Matter?

In order to create a new matter: Navigate to the “Matters” tab Click “New” Name the matter