Open

You can create a case while you are on a contact’s profile page.

Steps

1. Access the contact’s profile page.

2. In the Actions dropdown menu press the Add a [Case Form] button. (You will need to create a custom form Create a new Case Form (aka a Custom Form for Cases) )

   Open

   

3. You arrive on the Create Case page.

4. Fill in the form with the details of the case;

   1. Every case is linked to one project

   2. If you have several Case Forms you can choose which form to use to create the case

   3. You will automatically be assigned as the Case Owner

   4. You can add other users in the project to the case as Case Workers

5. Press Save.

6. You arrive on the Case page. (The Case page is a tab on the contact's profile page).