This article describes the Case Tab activity within a Case.
NOTE: You must have Enabled permissions for the Case > Case Tab to filter and view activities. To access the Edit button, you must also have Modify permissions.
The Activity Feed keeps a full record of all changes made to standard and user defined fields on the Case Tab. The Timeline view shows a condensed listing of changes. [screenshot]
Additional information can be accessed from the Grid view. [screenshot]
The expanded grid or pop-up shows changes that have been made to the following standard Case Tab fields:
Alternate Case Number 1
Alternate Case Number 2
Referred By
Referred To
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Marketing Campaign
Date of Incident
Class
Dormant
More Info
Client Reference ID
Opened
Closed
Reassigned
Case Name
Billing Client
Synopsis
Intake Date
Intake Staff
Case Title
Docket
Court
Judge
Select an activity to display full details of the action. Depending on the Action Type and the fields that were updated, a pop-up with different options will display. [screenshot]
Click the View button to display a preview pane of the Case. Click the X to close the preview pane. [screenshot]
Click the Edit button to display the Case Tab. The Case Tab will also display when the View button on the preview pane is clicked. Click the X to close the preview pane.
From the preview pane, you can add details to the Case using the add icon for the Quick Add Menu. [screenshot]
