List/View Litigation Cases
Choose Cases from the sliding menu, then choose Litigation Case List/View all the available Cases in the form of a scrollable list.
The list/view is in the form of Cards. Every Litigation Case has its ID, Type, Priority, Initial of the Assignee, Subject, Status and Arrival Date.
Add a Litigation Case
- The plus sign next to the Cases section in the sliding menu.
The Litigation Case Add form will automatically open.
Users are free to choose all the important fields that need to be tracked by choosing Additional fields.
For look up fields, the mobile app will allow the user to search for Contacts and Companies that already exist in the database ex. Client field.
Once the result is found, all the user has to do is click on the appropriate search result and it will be automatically included. Text fields will prompt the keyboard to allow the user to insert text ex. Subject.
For selection fields, the user can click on any field and a pop-up will open for the user to choose ex. Case Type.
View a Litigation Case
Once the user clicks on the Litigation Case from the list, a view page appears that has all the data inserted by the user.
Edit a Litigation Case
Once the user clicks on a Litigation Case, it will open so that the user can view/edit the details. In case the user just viewed the Case, navigation away back to the grid can be done through the back button on the top left of the screen.
Search for a Litigation Case