Manage

This section of the site covers the management in Case Manager of your lists, custom fields, templates, users, contacts, tasks, appointments and so on:

Access to cases

Activities and charge codes

Activity List

Charge Code List

Setting them up

Relationships between them

Appointments and calendars

Appointments

Add appointment

Meeting invites

Case Flags List

Categories

Importance

Category List

Category settings

Company List

Overview

Company List grid

Company List Criteria

Contacts and cases

Sharing contact information

Shared contact fields

Change contact details

Reorganise contact/company

Add contact to Company List

Settings

Company settings

Invoice options

System contacts settings

Inactive contacts, locations and companies

Contacts FAQ

Custom fields

Overview

Custom Fields List

Add custom field

Types of custom fields

Tabs for custom fields

Custom fields FAQ

Custom forms

Document Templates List

Employees/users

Employee List

Add user

Set up user email accounts

Manage user passwords

Membership of offices, teams and categories

When an employee leaves

Manage staff FAQ

Estimate Templates List

Lists

Office filtering

Other lists

Password settings

Reports

Ad hoc reports

Standard reports

Employee Charge Statistics

Run Employee chg report

Custom reports

Security overview - securing your database

Security and users

Security groups

Security Groups List

Permissions

Tasks

Overview

Tasks list

Manage tasks

Reminders window

Add task

Recurrent tasks

Tasks allocated to system roles

Task performance

Time sheets

Workflows

Overview

Workflow Designer

Workflow tasks

Create workflow template

Workflow triggers

Workflow steps

Add workflow step

Time and workflows

Allocate tasks to roles

Recurring workflow tasks

Workflow settings

Before you start

Change active workflow

Workflows FAQ

For employees: user options

Your time sheet

Change your email settings

Change your login password