Cases
Helpful information related to general case related functions.
To see a list of invoices, click on Cases and then Invoices Once on that screen, select the date range for the invoice(s) you are looking for. ...
Mon, 17 Dec, 2018 at 11:09 AM
If you download the invoice it will allow you to print. You can send an invoice directly to the client by using the "mail" icon in the billing and...
Mon, 17 Dec, 2018 at 11:16 AM
To "Discount" an invoice utilize below steps: 1. Create one Invoice Item with name "Discount" from Left Menu >> Settings >>...
Mon, 31 Dec, 2018 at 9:09 AM
QUESTION: We are having problems with cases reopening and not moving the information over and/or creating a new case number that is not associated with the...
Thu, 17 Jan, 2019 at 10:44 AM
The format of the video determines whether or not it can be streamed or viewed within the browser. The current video player in the system supports MP4 f...
Thu, 17 Jan, 2019 at 10:49 AM
You cannot directly upload a photo to the "Photo" field of the Subject form. This also called the Case Photo. It lists all photos available i...
Fri, 25 Jan, 2019 at 8:01 AM
In the schedule info, you can add additional dates to assign by clicking on the + sign. Then you would choose the service you want to schedule and th...
Wed, 10 Jul, 2019 at 3:39 PM
When building a report template, you may want to utilize a table for certain information. Some investigative users prefer the table background be filled wi...
Fri, 8 Feb, 2019 at 9:53 AM
Yes Payments can be added in the billing & expense tab under client. Click on "add invoice item". In the cost section, put a Negative si...
Wed, 10 Jul, 2019 at 3:34 PM
If you run a search under the "invoices" tab (located under cases on the black sidebar), you can pull an excel sheet for "invoice detail expo...
Mon, 25 Feb, 2019 at 11:23 AM