This article describes the Intake activity of fields on the Case Tab.
NOTE: You must have at least Enabled permissions to Intakes > My Intakes and/or Others' Intakes and Case > Case Tab. To access the Edit button, you must also have Modify permissions.
The Activity Feed keeps a full record of all changes to standard and user defined fields fields that exist in the Intake. Since the Intake has NOT been made into a Case, changes to Case Tab fields on the Intake will display under the "Intake" Activity Type. 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/Intake 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 open a preview pane of the Intake. [screenshot]
Click the View button or the Edit button on the Activity Feed to display the Intake Tab of the current Intake.
Click
to close the preview pane.