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This article will discuss the In-Line Case Add  or Quick Add feature and how to use it. The In-Line Case Add or Quick Add feature allows you to create a...

This article will cover Elaborate Services and Simple Services, and what the difference is between the two types of services. Collaborate has two overar...

This article will discuss the process of scheduling services. Services are entered via the Case Profile page of the person for whom you conducted the se...

This article will discuss how to Conduct a Service in Collaborate. Services are entered via the Case Profile page of the person for whom you conducted t...

This video will discuss how to Edit services that have been Scheduled and/or Conducted in Collaborate. Services that have been scheduled or conducted ca...

This article will discuss the process of Editing Service Appointments. Service Appointments can be updated via the service profile page of the scheduled...

This article will discuss the process of performing a Quick Batch Simple Service. The Quick Batch Simple Service feature is designed to be used when you...

This article will discuss the process of performing a Standard Batch Simple Service The standard Batch Simple Service feature is designed to be used whe...

This article will discuss how to add standalone Case Notes to a case. Notes that are not associated with a specific service are considered to be standal...

This article will discuss how to Edit and Delete Notes. To Edit an existing note on a case, click the “View” link in the Note that you are wanting to ed...