This article describes the Intake activity of fields on the Insurance Tab.
NOTE: You must have at least Enabled permissions to My Intakes and/or Others' Intakes (to view Intakes) and Case > Insurance Tab (to access Insurance Tab activity).
The Activity Feed keeps a full record of Insurance 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 open a preview pane of the Insurance record.
Click the arrow icon or the Edit button on the Activity Feed to display the Intake Tab of the current Intake.
Click
to close the preview pane.