The Case Screen


Objective: Learn some of the key components of the Case screen.

 

The Case screen is a child of the Client screen. The Case screen contains all of the information pertaining to a specific case. You can access this screen one of three ways:

  • Clicking on a case from the Client list on the home screen

  • Clicking a case on the Case list on the Home screen

  • Clicking on a case within the Cases list on the Client screen


At the top of the screen, you’ll find the blue case toolbar that displays the Client’s name and Case ID, as well as a couple of buttons that navigate to different sections of the Case screen. Each section will be explored more in depth in the following tutorials.

The Case Screen includes the Case Overview as well as Court Info.

 

 


In this section: