This article describes the Intake activity of fields on the Counsel Tab.
NOTE: You must have at least Enabled permissions to My Intakes and/or Others' Intakes (to view Intakes) and Case > Counsel Tab (to access Counsel Tab activity).
The Activity Feed keeps a full record of Counsel fields linked to an Intake. The Timeline view shows a condensed listing of changes.
Additional information can be accessed from the Grid view.
Select an activity to display full details of the action.
Click the View button to display a preview pane of the Counsel and their relationship to the Case. Click the X to close the preview pane.
Click the arrow icon to open the detail view of the Intake to make changes to data in the Counsel fields.
Click the open icon
or the Edit button on the Activity Feed to display the Intake Tab of the current Intake.