Cases

Helpful information related to general case related functions.

Changing Time Stamp Format on Video Uploaded
1. Go to the settings tab on the left hand navigation bar and then click on "Time/Date/Currency" under System Settings.  2. Click the drop down...
Wed, 2 Sep, 2020 at 8:25 AM
Investigator Grading
1.  Click on the Star icon in the top right corner of a scheduled case service. 2. Select the investigator you want to grade (Blue box), check off the re...
Fri, 16 Oct, 2020 at 5:01 PM
Saving Searches inside Case Search
1. Click on "Search" under the Cases dropdown on the left-hand navigation bar.  2. Enter the fields you would like to search and the click the ...
Mon, 18 Jan, 2021 at 12:33 PM
How to change the status on a Case Service
1. Once you're inside the case file select "Edit Case".  2. Scroll down to Case Service and click the drop down under "Status" o...
Tue, 19 Jan, 2021 at 2:14 PM
Assigning Cases, Tasks, CRM Tasks, and Events from My Calendar
We have added a new features that allows users to assign unscheduled cases from the My Calendar function on the left hand Navigation Bar. Users can assign c...
Thu, 11 Feb, 2021 at 11:47 AM
Updating rates for Invoice Items/Expenses
1. Go to Settings then click on Invoice & Expense Items under Billing and Invoicing.  2. Click the Edit icon of whatever service or expense you would...
Mon, 1 Mar, 2021 at 9:05 AM
Where to add your new Report Entries
If the report entry you are wanting to use is not available in your case then you need to go to the case type and make sure the report entries are tied in t...
Mon, 5 Apr, 2021 at 11:03 AM
Want to Create your own Case Number?
Our system has a very specific Case Number system. This case number can only be customized slightly. Many users have their own Case Number system they would...
Mon, 5 Apr, 2021 at 11:25 AM