Support Center

This article will discuss how to add Service Notes to services that have been performed on a case. To add a Service Note, first navigate to the servi...

This article will discuss how to Manage Documents on a case. Documents can be uploaded and attached via the case profile page. There are two ways to ...

This article will discuss how to add sub folders to the documents listview, as well as how to easily organize existing documents uploaded to a case. ...

This article will discuss how to update the Case Status of cases. To update the Case Status of a case, begin by clicking on the status of the case. O...

This article will discuss how to change the Intake Type of a case. You may encounter situations where a Hotline Intake becomes a Client at your cente...