Create a new Case
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Go to the Cases tab
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Click Add Case
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Enter a Title for your case (this is required)
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(Optional) Add a Description to provide more details
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(Optional) Add Tags to help categorize and organize your case
Tip: You can always go back and edit the case later to add a description or tags.
Manage existing Cases
To manage an existing case:
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Click on the case you want to open
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You’ll see all the records that have been added to the case
From here, you can:
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Export the case as a ZIP file
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Print the case to a PDF for easy sharing or saving
