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Knowledge Center
Records
Home Screen
Getting Started
Admin
Modules
Add New
FAQ
Records
Cases
Clients
Defendants
Locations
Events
What is
Migration to V6
Advanced Grant Manager
Reports
Feedback
Records
Detailed documents covering records such as Case, Client, Defendant, Location, and Event records.
How do I view Client Records?
How do I view/edit a Case Narrative?
How do I view/edit Custom Fields for a Case?
How do I view/edit Case Tags?
How do I view/edit Case Assignments?
How do I view Case Information?
What does the dropdown box do in the Case Screen?
How do I view defendant records?
How do I view Case Records?
Cases
Getting started: Examples of Case Tags
How do I view and edit Case Clients?
How do I view and edit Case Defendants?
How do I view and edit Case Locations?
How do I view and edit Case Details?
What is the Case Summary Panel?
How do I add Human Trafficking Details to a case?
How do I view/edit Case Defendants?
How do I add Human Trafficking Details to a Case?
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Clients
How do I add/edit client notes and services?
How do I add Notes and Services to Clients?
How do I add tags to a Service?
How do I view/edit Custom Fields for a Client?
How do I view a client's case and add them to a new case?
What is the Service Summary tab?
How do I attach documents to a client?
How do I add Letters for a client?
How do I add/edit Client Appointments?
How do I add/edit Client Tasks?
How do I schedule Court Dates for a client?
How do I add Client Tags to a client?
How do I add notes to a client?
How do I add Victimizations to a client?
How do I edit Current Client Contact Info?
What is the Client Info (for case) block?
What is the Person Summary Panel?
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Defendants
How do I view/edit Custom Fields for a Defendant?
How do I add Tags to a Defendant?
How do I view and edit Defendant info?
Locations
How do I view/edit Custom Fields for a Location?
How do I view location records?
How do I view all events for one location?
How do I view all cases for one location?
How do I edit a Location?
How do I add tags to a location?
See more
Events
How do I view Events?
How do I view and edit Events?
