All existing cases that correspond to the selected Customer are displayed on this form.    

Available options:          

•The Left and Right Arrows and the Page Counter      

•New Case -

•Edit Case -

•Invoice Case -

•Print -  

➢ Invoice

➢ Invoice Materials

➢ Alternate Invoice

➢ Packing Slip

➢ Today's Invoices Combined

➢ Workorder

➢ Alternate Workorder

➢ Case Label

➢ Local Shipping Label

➢ Carrier Shipping Label

➢ Shipment Packing Slip

➢ Combined Notes & History

➢ Audit Trail

•E-Mail Invoice or Estimate for selected Case -

•Create New Call for selected Case -

•Create New Alert for selected Case -

•Track Case -

•ePop Case Info -

•Scan documents for selected Case -

•Capture Image -

•Register Customer Complaint-

•Case Evaluation -

•Copy Case # to Clipboard -

•Copy Tracking # to Clipboard -

4. Cases form

•Three Query options allow you to filter cases based on Selection, Status or Lab.

•The grid displays all cases based on the selected query.

•The bottom section includes several tabs of information about the selected case such as:

➢ Audit Trail

➢ Call Notes

➢ Alerts

➢ Products

➢ Enclosures

➢ Tasks

➢ Tasks History

➢ Notes & Preferences

➢ Attachments

➢ QC Ratings

➢ Payments & Credits

➢ Taxes

➢ Linked Cases

➢ Materials

➢ Tools Loaned

➢ Complaints

➢ Tracking Info

➢ Set up data for cases

➢ Create a case

➢ Find a case

➢ View a case

➢ Sort cases

➢ Edit a case

➢ Delete a case

➢ Duplicate a case

➢ Create a credit case

➢ Estimate case

➢ Invoice case

➢ Invoice for try in

➢ Uninvoice a case

➢ View case in customer currency

➢ Reschedule a case

➢ Apply credit memo

➢ Print orders and labels

➢ Add case alerts

➢ Add products to a case

➢ Add enclosures to a case

➢ Add metal

➢ Add materials

➢ Add images and attachments to a case

➢ Add calls and notes to a case

➢ Set case location

➢ Change case lab

➢ Dial phone

➢ Set a case to on hold status

➢ Cancel a case

➢ Accept web case

➢ Add a discount to a case's products

➢ Add remake amount to a case

➢ Remake a case

➢ Convert estimate to case

➢ E-mail invoice or estimate

➢ Add notes and instructions to a case

➢ Add follow up calls to a case

➢ Set QC rating for a case

➢ Register complaint

➢ Post payment