Can clients go online and manage their entire case load this way, i.e. request cases, upload files, create updates, etc.?
Yes. Clients can assign cases, enter instructions, case notes,
etc. They do not see anything you would not want them to see such as billing,
invoices, internal notes.
Related Articles
All Cases Resource Page
The All Cases list gives you a convenient list of all cases in the system, both Active and Inactive. Whether a case is active or not is determined by the Case Status. You can choose whether a case status is active or not via the Settings > Case ...
Active Cases Resource Page
The Active Cases list gives you a convenient view of all cases that are, well...Active. Ones that are new or you are working on, or perhaps wrapping up. Whether a case is active or not is determined by the Case Status. You can choose whether a ...
Case Number Customization
You can customize your case number using these parameters T = Case Type: You set the case type abbreviations that become part of the case number in Case Settings Y = Year: The two digit for the current year a case was opened M = Month: The two ...
Clients Resource Page
The Client Section provides a list of all clients within the company. Each client has a profile where you can keep their contact information,details, notes and provide access to the system. Over to the left of this screen, click on the Clients ...
I would like my clients to be able to submit case requests into the system from my website without actually logging into the system themselves. Is this possible
No. For security purposes, the client must be logged in to create a case and have it enter your system. If information is able to be entered into a system without a login, that is not secure and the submitted information is not transmitted securely ...