Lab - Working with a case

The screenshots on this page do not all reflect the new web version yet.

You need to add a new client to Case Manager. So you create a new case, add information about the client and then add details of the company paying the bill.

Well done! You have added a new case and entered its most important information. We will return to your training case throughout the training. For now let's see what happens when there are multiple cases and you want to manage how you see them at the Case List.

Next: Understanding the grid