Customizing your Case Services

Case services are the actual actions or products you will perform on your cases.  You can create as many case services as you like, and can control which ones are available for each case type in your system.

To create a new case service, click the Settings tab, and then click the Case Services link. From here, click the New Case Service button in the upper right.

  • Name - The name of this service, as you want it displayed to your clients and staff.
  • Description - A brief description of this service or product.
Before saving the case service, be sure to check the boxes next to the types of cases you want to make this service available for.
Note: Case services can be attached to tasks or calendar events, making it easy to identify activities for the services you provide.
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