Cases Overview
The Cases module allows you to add, edit and manage cases related to clients. The cases contain information about clients like their immigration history, education history, employment history, spouse and parents' details, and much more.
You can view cases by simply navigating to the Case feature from the navigation menu.
There are two ways to use cases:
- Edit-only mode.
- Add/View mode
- Edit-only mode can be accessed when you will click the edit icon from the list view or when you will click the Edit button from within the case. Both actions will lead you to the same destination i.e a popup window will open up where you can edit all the details related to a case.
2. Add/View mode in a case can be accessed by clicking on the client name from the list view of cases. In this mode, you can edit and delete the case, view, related cases of the client, add documents, fetch forms, control the case experience for your client portal, add notes, add tasks, manage accounting details, and update the Immigration Status.
Note: A case has two types of statuses. The first is the case status which you will find in the header of the case, and the second is the immigration status. The reason for the two statuses is that sometimes immigration will update you with the case approval but the invoice has not yet been paid by the client, so in those cases, you may want to keep the case in the Pending Status.
It is important to keep your immigration status up to date before marking the case as completed so that you can refer to the lessons learned for future cases.
For more information, refer to the following sections: