General Case Management Support Documentation

Cheat Sheets

FAQ

Activities and Reports

9 articles

Appointments and Calendars

4 articles

Billing

4 articles

Inbox and Emails

4 articles

System Configuration

9 articles

User Settings

4 articles

Zoho Analytics

Enterprise Feature

1 article

General Case Management

Getting Started

6 articles

Using the Side Menu (Views)

4 articles

Workspace (Home Page) Layout

3 articles

Documents and Files

10 articles

Working with Cases

18 articles

Tools and Resources

3 articles

Agency Administration: Activity Types, Report Types, Print Templates

12 articles

Agency Administration: User IDs and Staff

7 articles

Agency Administration: Misc.

10 articles

Enterprise Financials

Optional Feature. Please contact sales@extendedreach.com for more information.

8 articles

Enterprise Reporting with Zoho

Optional Feature. Please contact sales@extendedreach.com for more information.

9 articles