The case detail page is where users can view or edit any details about their cases. When creating a case, this is the first page the user is directed to, so that they can enter all the case's basic information.
1. The Case Detail page can be accessed at any time by going to the Case main page.
2. Click on the case you want to edit or update from the Cases List.
After landing on the Case Board, click on the Case Detail tab. Here you can add or edit any data about the case.
3. Click on the Edit button on the top left to activate the editing screen.
In Basic Information you need to enter Case Name. You can edit the name of the case as many times you want.
Next Section to edit information is "Client Details. Once a case is created, you cannot edit the First and Last Name. If a change is required to either of these you must contact support and they can assist you. All other information can be reviewed and edited. Any field showing * is required and must be filled out to save the data.
In the next section you can edit or update Case Management Details, which includes: the date of the case created, case owner (who can only view the cases), Teams working on the project, published (If published the Case is shown on My Street, Street Financial and Street Portfolio), The ability to attach the forms is here if needed. However, it is recommended that forms be attached to an activity through the case board.
After the Case Management section, each organization has their own custom intake built and it can be edited only within the constraints of how they allow it to be.
After providing the information click on Save at the bottom of the page to save the case details.