Using the Cases Page

Updated: 04/12/2022
Article #: 10


The "Cases" tab takes the user to the "Cases" page. The "Cases" page consists of an "Add New Case" button, a pie chart of the user's cases in the main view, stages of existing cases, as well as a list of cases in the secondary section. Cases are displayed as "Case Tiles" in the case list. Each Case Tile contains the case's name, stage, start date, and ledger balance.


 

The "Add New Case" button allows the user to add a new case with some necessary information.

 

The pie chart provides an overview of the user's existing cases, showing the total number of cases, as well as how many cases there are for each Case Stage.

 

Below the pie chart is the "Case Stages" tiles. Each tile shows the percentage of cases that are in that stage. The user can press the "Case Stage" tiles to view all the cases in that stage. In desktop mode, the cases of the selected stage are displayed in the right sidebar. In mobile mode, a new window containing cases of the selected stage would open.

 

In the desktop mode right sidebar, you can use the search bar to search your cases by typing in either the name of the case or the name of any of the case's members. You can also press the  button to open the filter panel. Here you can filter your search result with your specified filter, including "Case Stage", "Case Type", "Ledger Balance", and "Start Date". You can also switch between "date range mode" and "exact date mode" for the "Start Date" filter. Use the "Apply" button to apply your filter, and use the "Reset" button to reset the filter.

 

Clicking on a Case tile will open a new window containing the details of that case, called the "Case Detail" page. You can view the case's Case Members, Trust Account, Advancements, Start Date, Minimal Retention, Case Stage, and Case Type. You can view the case's transactions or advancements by clicking on the "Trust Account" card or the "Advancements" card. You may also create a new transaction or advancement by clicking on the "Make One"/"Add One" button in the 

 

 If you need to edit a case, press the "Edit" button on the "Case Detail" page to go to the "Edit Case" page. You may also enter the "Edit Case" page directly through the  button on the right of a Case tile.

 

On the "Edit Case" page, you can add or remove case members, or edit other information of the case. Click the "Save" button when you're finished editing, or click the "Cancel" button to cancel your edit and go back to the "Case Detail" page.

 







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