Updated: May 6, 2022
After you have Add the case details the next step is to allocate that case to a case worker.
- From the Case Details screen, click on the Actions menu and choose the ‘Allocate’ option.
- Choose the case worker to assign the case to from the drop-down menu & click the ‘allocate case’ button.
Searching is now easier and more versatile than ever with the updated ChilliDB search pages for various modules, including Contacts, Organisations, and Notes. This includes the ability to build search
To practice creating a case as a Case Worker, log-in as such and then follow these steps: - Navigate to Case Management - Case - Create. - Select type and client for the case. - Assign the case to you
