Add an existing client to a case. If the client does not exist, create the client record from within the case, then add it.
Create an employee profile Create a user login for the employee Assign user role(s)
Create an invoice Print an invoice Add billable items Apply payments
The Reading Pane is a new feature. It allows you to quickly navigate and make edits to any record in a list with fewer clicks. Watch the video below and speed up your Case UI n ...
