Getting started...
in progress
Jamie Lima
Hey Rhonda Noordyk! Just letting you know we have been working diligently to get these items corrected in this next deployment. You should see major improvements overall around 10/30. Thanks for the patience, and more to follow!
M
Mike Waldrup
This is interesting, thanks Rhonda!
What exactly would you want to do on the 'case file' immediately after adding the case?
Do you mean going in and entering data yourself? Or something else?
Thank you!
R
Rhonda Noordyk
Mike Waldrup yes, entering data myself.
M
Mike Waldrup
Rhonda Noordyk: Hi Rhonda! You can edit the data request information yourself by clicking on the "View Details" link on the client data request itself. (see image)
Hope that helps!
Jamie Lima
marked this post as
in progress
Jamie Lima
Yep! After you enter a case, the next step is to send an invite to a client to add their income, expenses, etc. manually (for now). I have some how-to videos coming on this in the next day or so.
Remember: this stage is about testing the case management, user management, and data gathering components. You won’t be able to do anything with the data just yet. You rock, and keep the feedback coming!