General Case Management Support Documentation

Accessing System

4 articles

Activities and Reports

10 articles

Appointments and Calendars

3 articles

Billing

3 articles

Devices and Browser Settings

9 articles

Inbox and Emails

4 articles

System Configuration

3 articles

Zoho Analytics

Plus and Enterprise Feature

15 articles

Agency System Administrator: Activity Types, Report Types, Print Templates

16 articles

Agency System Administrator: Misc.

12 articles

Agency System Administrator: Program Settings

3 articles

Agency System Administrator: User IDs and Staff

7 articles

Documents and Files

9 articles

Enterprise Financials

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

9 articles

Getting Started

3 articles

Using the Side Menu (Views)

8 articles

Working with Cases

21 articles

Workspace (Home Page) Layout

6 articles

Zoho Analytics

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

9 articles