Case Screen: Records Tab

Content

  • Introduction
  • Case Record Tab Layout
  • Show Case Records
  • Download Files

Introduction

This article is meant to assist you with the Case Record Tab in a Case Screen.

If you have a question not addressed here, you can search at the bottom of this article in Related Articles or contact support at support@extendedreach.com. 

Case File Layout

Image: Case Screen: Case File Tab Layout

Show Case Records

Use the drop-down menu to pick and choose which records you want to see. Select “All Records” to view all activities. reports, revisions, and more. You can choose to view only Appointments, Activities, or specific reports.

Image: Show Case Records Options

Download Files

Image: Download Files Option

Click on “Download Files” to download all of the files associated with the case to a computer or USB.

Image: Downloads

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