Quick quiz

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

Question 1

How would you locate Malcolm Beatie's case quickly?

Question 2

When adding a case, what is the field you must enter that links to documents, costs, charge codes, invoices and more?

Question 3

Where is the best place to store all of the phone numbers, addresses and emails for the people involved with your case?

Question 4

For one of your cases you've forgotten the name of the person referring the client to you and also the referral date. How could you find these in Case Manager?

Question 5

Why would you click this icon at the Case List?

Question 6

At the Case List you need to quickly list just the Allianz cases. How can you do that?

Next module: Documents