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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 defendant records?
What does the dropdown box do in the Case Screen?
How do I view Case Information?
How do I view/edit Case Assignments?
How do I view/edit Case Tags?
How do I view/edit Custom Fields for a Case?
How do I view/edit a Case Narrative?
How do I view Client Records?
How do I view Case Records?
Cases
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?
What is the Case Summary Panel?
How do I view and edit Case Details?
How do I view and edit Case Locations?
How do I view and edit Case Defendants?
How do I view and edit Case Clients?
Getting started: Examples of Case Tags
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Clients
What is the Person Summary Panel?
What is the Client Info (for case) block?
How do I edit Current Client Contact Info?
How do I add Victimizations to a client?
How do I add notes to a client?
How do I add Client Tags to a client?
How do I schedule Court Dates for a client?
How do I add/edit Client Tasks?
How do I add/edit Client Appointments?
How do I add Letters for a client?
How do I attach documents to a client?
What is the Service Summary tab?
How do I view a client's case and add them to a new case?
How do I view/edit Custom Fields for a Client?
How do I add tags to a Service?
How do I add Notes and Services to Clients?
How do I add/edit client notes and services?
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Defendants
How do I view and edit Defendant info?
How do I add Tags to a Defendant?
How do I view/edit Custom Fields for a Defendant?
Locations
How do I add tags to a location?
How do I edit a Location?
How do I view all cases for one location?
How do I view all events for one location?
How do I view location records?
How do I view/edit Custom Fields for a Location?
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Events
How do I view and edit Events?
How do I view Events?
