Tag: Case office

Managing Users

This article will discuss how Administrators can manage the Users in their foreAction case office and provides a deeper understanding of the settings available to you. Before we begin, we must take a look at the two different sections that can manage Users, as well as explain the difference between the two. Sections to Manage […]

How To Manage Case Office Templates

Case Office Templates Your Case Office makes use of templates to streamline and give consistency to your communications. There are two types of Templates: Case Intake Templates and Email Templates. Case Intake Templates are used to structure Notes when creating Cases. These templates can be used to add information common to certain Cases instead of […]

How To Administer a Case Office

Case Office Administration Within Case Work, users that are logged in with privileges for managing a Case Office will see a Case Office Administration tab. The features available under this tab allow you to configure your Case Office and the Staff assigned to it. Finding a Case Office This option is only available if you […]

How To Administer a Case Office Deprecated

Case Office Administration Within Case Work, users that are logged in with privileges for managing a Case Office will see a Case Office Administration tab. The features available under this tab allow you to configure your Case Office and the Staff assigned to it. Finding a Case Office This option is only available if you […]

How To Use Inbound Channels

Inbound Channels Critical to the efficiency of any case management system is an ability to create new cases as easily and as quickly as possible.   While the system provides a web and mobile interfaces that are simple to use, information needed to create a new case is often already captured elsewhere. For example, a new […]

How To Find A Case

Finding Cases The ways to find a Case include the Find feature, the Case Work Dashboard, the My Cases page, and the Cases tab in selected Contact’s profile. There are four ways to find a case: 1) Finding the Cases assigned to you. 2) Finding the Cases linked to a specific Contact in the database. […]

FAQ: Why Can’t I Delete A Category?

Problems Deleting Categories   Categories that are used by Cases cannot be deleted. If you are unable to delete a Category review your Cases (both open and closed) to ensure that the Case is not being used. If you are still unable to delete a specific Category you will need to purge your Cases. When […]