Services (Casework)
- How do I find my Service requests?
- How do I navigate Services?
- How do I use filters (search) in the Services?
- How do I use pivots (tabs) in a Service Request?
- How do I create a new Service Request?
- How do I compose, edit and send an email from a case?
- How do I compose and send a communication (Letter/Email) using an existing content template as my base in a Service Request?
- How do I compose and send a one time communication (Letter/Email) from scratch in a Service Request?
- How do I edit an outgoing communication (Letter/Email) in a Service Request?
- How do I preview an outgoing communication (Letter/Email) in a Service Request?
- How do I know when I receive a new incoming communication (email) in an existing Service Request?
- How do I edit a contact's information from a Service Request.
- How do I add a note (journal) to a service request?
- How do I add an attachment to a Service Request?
- How do I view attachment in a Service Request?
- How do I assign a Service Request
- How do I add a tag to a Service Request?
- How do I add an additional person (agency contact) to a Service Request?
- How do I edit the description and due date of a Service Request?
- How do I resolve a Service Request?
- How do I reopen a Service request?