Below are some helpful CASEpeer videos:
- Basic Training
- Admin Training
- How to Add a New Case
- Changing the Case Status
- How to Assign and Complete Tasks
- How to Add a Case to An Existing Client
- How to Add a Linked Case
- How to Add Photos to the Home Tab
- How to Search for a Case
- How to Add a New User
- How to Manage User Permissions
- How to Set Up CalendarRules
- How to Trigger CalendarRules Events
- How to Upload Document Templates
- How to Delete a Case
- How to Delete a Client
- How to Merger Contact or Clients
- How to Add Referral Out Law Firms
- How to Upload Files to Dropbox
- How to Create Dropbox Folders
- How to Manage Lead Sources
- How to Reassign Cases
Comments
0 comments
Article is closed for comments.