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.

Multilife

Adding the classification to the case:

  1. Go to the Case Details tab
  2. Scroll down to the Case Details Widget
  3. Click on Classification
  4. Choose the Classification/Classifications you want to add
  5. 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.

Step 1 image

2. Scroll down to the Case Details section.

Step 2 image

3. Click Update Classification.

Step 3 image

4. Scroll and choose the classification/identifier for the case.

Step 4 image

5. Click Save.

Step 5 image

6. If there is a corresponding logo, it will appear on the case header.

Step 6 image

7. That's it. You're done.

Step 7 image

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