View case details

Created by Rocky Webster, Modified on Wed, 10 Apr 2024 at 10:52 AM by Rocky Webster

The case details is where Client Voices keeps the information you record when you open the case and when you closed the case.


1 - Navigate to the client record you wish to view the case details of.


2 - Click on the View case details button, or click on Current case in the side navigation menu.


 

 

3 - From here you can view and edit the case information.


4 - Click on the Save button to save your changes.

 

 

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