Case Manager enables you to add your own custom fields to the database in order to customise the system and meet your business requirements.
Custom fields videos
You can add custom fields to:
- the case itself at the Custom fields tab
- case contacts in the Contacts tab
Custom fields appear in a number of places in Case Manager. A customisable system ensures that they are only available at appropriate cases and visible to/editable by appropriate users.
For further details start with the Custom fields overview.
You may like to start with the custom fields lesson in the training program.