Case - Badge Icons
Quickly identify Multi-Life and List Bill cases
Other identifying factors on the case level can be added as a group classification for reporting and identifying the case level. A badge icon will appear on the case.
Adding the classification to the case:
- Go to the Case Details tab
- Scroll down to the Case Details Widget
- Click on Classification
- Choose the Classification/Classifications you want to add
- Click Save
If there is a corresponding image/icon, it will appear on the case header.
7 STEPS
1. Click on the Case Details tab.
2. Scroll down to the Case Details section.
3. Click Update Classification.
4. Scroll and choose the classification/identifier for the case.
5. Click Save.
6. If there is a corresponding logo, it will appear on the case header.
7. That's it. You're done.
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) ** https://www.iorad.com/player/1924555/How-to-add-a-classification-to-a-case