Case records contain various fields of information about your cases. Fields such as referral type, referral source, and flags can be tailored for your specific organization. Additionally, you can set certain fields to be required, and you can add your own custom fields. To add or update the setting used when adding cases navigate to settings on the left menu and select 'Cases'. See video tutorial below.
Create or Update Settings for Cases Print
Modified on: Tue, 9 Mar, 2021 at 5:16 PM
Did you find it helpful?Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.